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 | $222,002 | $140,592+57.9% | $123,105+80.3% | $125,389+77.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.39% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $20,499 | $6,041+239.3% | $5,151+298.0% | $4,866+321.3% |
| Participant deferral / active EE | $13,012 | $6,980+86.4% | $6,229+108.9% | $5,352+143.2% |
| Admin fee / account holder | $267 | $11,198-97.6% | $9,014-97.0% | $9,541-97.2% |