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 | $109,651 | $101,063+8.5% | $81,473+34.6% | $147,586-25.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 24.14% | 32.41%-8.3pp | 38.78%-14.6pp | 578.59%-554.5pp |
| Employer contribution / active EE | $7,752 | $3,206+141.8% | $2,568+201.9% | $4,876+59.0% |
| Participant deferral / active EE | $21,000 | $4,242+395.0% | $3,537+493.7% | $5,439+286.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |