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 | $216,250 | $275,752-21.6% | $256,809-15.8% | $198,609+8.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.92% | 34.81%-14.9pp | 32.73%-12.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,054 | $7,721-73.4% | $7,263-71.7% | $5,055-59.4% |
| Participant deferral / active EE | $13,913 | $10,037+38.6% | $9,520+46.1% | $6,977+99.4% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |