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 | $185,700 | $156,398+18.7% | $147,318+26.1% | $138,895+33.7% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 17.96% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $6,160 | $4,853+26.9% | $4,593+34.1% | $4,194+46.9% |
| Participant deferral / active EE | $14,000 | $8,237+70.0% | $7,906+77.1% | $6,396+118.9% |
| Admin fee / account holder | $35 | $14,976-99.8% | $13,708-99.7% | $12,562-99.7% |