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 | $171,446 | $157,296+9.0% | $141,191+21.4% | $152,897+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $4,020 | $5,262-23.6% | $4,736-15.1% | $4,764-15.6% |
| Participant deferral / active EE | $10,716 | $7,111+50.7% | $6,710+59.7% | $5,851+83.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |