Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $167,150 | $154,228+8.4% | $145,433+14.9% | $137,256+21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.98% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $21,791 | $4,804+353.6% | $4,554+378.4% | $4,156+424.3% |
| Participant deferral / active EE | $20,748 | $8,216+152.5% | $7,897+162.7% | $6,407+223.8% |
| Admin fee / account holder | $145 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |