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 | $147,660 | $160,028-7.7% | $147,080+0.4% | $145,884+1.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 63.10% | 98.60%-35.5pp | 420.17%-357.1pp | 551.85%-488.7pp |
| Employer contribution / active EE | $1,946 | $5,286-63.2% | $4,933-60.6% | $4,662-58.3% |
| Participant deferral / active EE | $17,392 | $8,422+106.5% | $8,066+115.6% | $6,690+160.0% |
| Admin fee / account holder | $47 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |