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 | $188,663 | $176,786+6.7% | $146,643+28.7% | $167,536+12.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.45% | 24.04%-3.6pp | 22.75%-2.3pp | 478.82%-458.4pp |
| Employer contribution / active EE | $17,998 | $5,161+248.7% | $4,137+335.1% | $4,839+271.9% |
| Participant deferral / active EE | $16,900 | $6,440+162.4% | $5,506+206.9% | $6,342+166.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |