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 | $113,674 | $77,419+46.8% | $69,461+63.7% | $152,885-25.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.53% | 39.07%-21.5pp | 28.97%-11.4pp | 345.39%-327.9pp |
| Employer contribution / active EE | $2,867 | $3,315-13.5% | $2,779+3.2% | $4,763-39.8% |
| Participant deferral / active EE | $9,804 | $4,414+122.1% | $3,536+177.3% | $5,851+67.6% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |