Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $161,796 | $135,645+19.3% | $110,243+46.8% | $135,379+19.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.01% | 513.24%-510.2pp | 314.76%-311.7pp | 519.79%-516.8pp |
| Employer contribution / active EE | $3,653 | $4,907-25.6% | $3,827-4.5% | $4,779-23.6% |
| Participant deferral / active EE | $3,712 | $5,507-32.6% | $4,672-20.6% | $5,609-33.8% |
| Admin fee / account holder | $227 | $11,458-98.0% | $8,548-97.3% | $10,828-97.9% |