Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $131,836 | $148,623-11.3% | $135,974-3.0% | $139,466-5.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.65% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,484 | $5,246-52.7% | $4,859-48.9% | $4,754-47.8% |
| Participant deferral / active EE | $9,364 | $8,103+15.6% | $7,760+20.7% | $6,712+39.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |