Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $132,595 | $118,708+11.7% | $98,920+34.0% | $158,982-16.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.83% | 372.49%-356.7pp | 196.47%-180.6pp | 302.99%-287.2pp |
| Employer contribution / active EE | $3,265 | $3,334-2.1% | $2,689+21.4% | $4,763-31.4% |
| Participant deferral / active EE | $7,940 | $5,089+56.0% | $4,245+87.0% | $5,983+32.7% |
| Admin fee / account holder | $11 | $10,134-99.9% | $6,643-99.8% | $11,252-99.9% |