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 | $178,989 | $209,425-14.5% | $178,499+0.3% | $158,966+12.6% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 21.13% | 188.80%-167.7pp | 151.10%-130.0pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,708 | $5,707-52.5% | $5,011-46.0% | $4,762-43.1% |
| Participant deferral / active EE | $6,537 | $5,955+9.8% | $5,202+25.7% | $5,983+9.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |