Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $135,014 | $165,381-18.4% | $149,730-9.8% | $158,966-15.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.48% | 348.29%-333.8pp | 276.70%-262.2pp | 302.95%-288.5pp |
| Employer contribution / active EE | $5,135 | $5,104+0.6% | $4,645+10.5% | $4,762+7.8% |
| Participant deferral / active EE | $15,792 | $7,182+119.9% | $6,843+130.8% | $5,983+163.9% |
| Admin fee / account holder | $190 | $10,809-98.2% | $9,310-98.0% | $11,250-98.3% |