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 | $164,096 | $124,351+32.0% | $109,188+50.3% | $167,553-2.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.67% | 26.04%-10.4pp | 25.76%-10.1pp | 478.89%-463.2pp |
| Employer contribution / active EE | $5,019 | $4,210+19.2% | $3,723+34.8% | $4,840+3.7% |
| Participant deferral / active EE | $11,588 | $5,257+120.4% | $4,654+149.0% | $6,343+82.7% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |