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 | $123,713 | $110,039+12.4% | $97,260+27.2% | $145,884-15.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 10.95% | 244.44%-233.5pp | 75.54%-64.6pp | 551.85%-540.9pp |
| Employer contribution / active EE | $13,799 | $3,074+348.9% | $2,721+407.1% | $4,662+196.0% |
| Participant deferral / active EE | $16,058 | $4,674+243.6% | $4,262+276.8% | $6,690+140.0% |
| Admin fee / account holder | $251 | $6,204-96.0% | $5,640-95.6% | $13,392-98.1% |