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 | $111,051 | $165,381-32.9% | $149,730-25.8% | $158,966-30.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.23% | 348.29%-336.1pp | 276.70%-264.5pp | 302.95%-290.7pp |
| Employer contribution / active EE | $9,138 | $5,104+79.0% | $4,645+96.7% | $4,762+91.9% |
| Participant deferral / active EE | $6,339 | $7,182-11.7% | $6,843-7.4% | $5,983+5.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |