Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,246 | $97,027+23.9% | $83,323+44.3% | $135,382-11.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.76% | 12.31%-7.5pp | 10.63%-5.9pp | 519.77%-515.0pp |
| Employer contribution / active EE | $19,347 | $4,143+367.0% | $3,379+472.6% | $4,779+304.9% |
| Participant deferral / active EE | $17,839 | $5,964+199.1% | $5,565+220.6% | $5,609+218.1% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |