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 | $124,677 | $105,200+18.5% | $159,474-21.8% | $85,847+45.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 17.02% | 45.08%-28.1pp | 263.68%-246.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $2,922 | $3,319-12.0% | $4,831-39.5% | $2,565+13.9% |
| Participant deferral / active EE | $5,798 | $5,946-2.5% | $7,353-21.1% | $3,952+46.7% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |