Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $114,459 | $201,264-43.1% | $184,185-37.9% | $145,978-21.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.62% | 29.00%-13.4pp | 28.81%-13.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $6,253 | $7,021-10.9% | $6,426-2.7% | $4,662+34.1% |
| Participant deferral / active EE | $19,185 | $9,806+95.6% | $9,132+110.1% | $6,690+186.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |