Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $116,227 | $165,399-29.7% | $149,745-22.4% | $158,982-26.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.17% | 348.34%-322.2pp | 276.72%-250.6pp | 302.99%-276.8pp |
| Employer contribution / active EE | $5,771 | $5,105+13.1% | $4,646+24.2% | $4,763+21.2% |
| Participant deferral / active EE | $17,609 | $7,183+145.2% | $6,843+157.3% | $5,983+194.3% |
| Admin fee / account holder | $103 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |