Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $175,425 | $105,145+66.8% | $94,664+85.3% | $139,466+25.8% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.8pp |
| Annual return | 20.16% | 38.09%-17.9pp | 156.84%-136.7pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,070 | $4,107-73.9% | $3,673-70.9% | $4,754-77.5% |
| Participant deferral / active EE | $8,251 | $7,599+8.6% | $7,417+11.2% | $6,712+22.9% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |