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 | $110,085 | $100,262+9.8% | $81,370+35.3% | $145,897-24.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.40% | 34.52%-22.1pp | 24.85%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $15,580 | $2,979+423.0% | $2,464+532.3% | $4,663+234.1% |
| Participant deferral / active EE | $16,583 | $4,612+259.5% | $3,885+326.8% | $6,689+147.9% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |