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 | $158,596 | $209,422-24.3% | $178,503-11.2% | $158,982-0.2% |
| Participation rate | 91.3% | 86.4%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 11.25% | 188.81%-177.6pp | 151.12%-139.9pp | 302.99%-291.7pp |
| Employer contribution / active EE | $7,274 | $5,707+27.5% | $5,011+45.1% | $4,763+52.7% |
| Participant deferral / active EE | $2,855 | $5,955-52.1% | $5,202-45.1% | $5,983-52.3% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |