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 | $115,323 | $132,634-13.1% | $115,768-0.4% | $137,256-16.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 23.93% | 160.70%-136.8pp | 100.46%-76.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $5,634 | $3,360+67.7% | $2,940+91.6% | $4,156+35.6% |
| Participant deferral / active EE | $8,117 | $5,619+44.5% | $4,917+65.1% | $6,407+26.7% |
| Admin fee / account holder | $255 | $15,028-98.3% | $12,439-97.9% | $12,270-97.9% |