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 | $203,155 | $138,072+47.1% | $123,549+64.4% | $135,382+50.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.15% | 153.69%-158.8pp | 119.20%-124.4pp | 519.77%-524.9pp |
| Employer contribution / active EE | $4,405 | $5,152-14.5% | $4,628-4.8% | $4,779-7.8% |
| Participant deferral / active EE | $7,882 | $6,799+15.9% | $6,426+22.7% | $5,609+40.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |