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 | $125,950 | $110,410+14.1% | $102,437+23.0% | $145,897-13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.23% | 24.85%-2.6pp | 24.95%-2.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $7,809 | $4,217+85.2% | $3,871+101.7% | $4,663+67.5% |
| Participant deferral / active EE | $10,000 | $5,622+77.9% | $5,060+97.6% | $6,689+49.5% |
| Admin fee / account holder | $171 | $9,745-98.2% | $8,388-98.0% | $13,390-98.7% |