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 | $115,375 | $228,395-49.5% | $185,861-37.9% | $158,982-27.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.36% | 40.82%-19.5pp | 35.96%-14.6pp | 302.99%-281.6pp |
| Employer contribution / active EE | $10,688 | $4,968+115.2% | $4,088+161.5% | $4,763+124.4% |
| Participant deferral / active EE | $14,979 | $6,417+133.4% | $5,634+165.9% | $5,983+150.3% |
| Admin fee / account holder | $140 | $11,869-98.8% | $9,503-98.5% | $11,252-98.8% |