Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,771 | $183,539-20.6% | $155,556-6.3% | $145,897-0.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $18,676 | $5,315+251.4% | $4,675+299.4% | $4,663+300.5% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,631+172.3% | $6,689+129.2% |
| Admin fee / account holder | $74 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |