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 | $81,832 | $165,361-50.5% | $149,715-45.3% | $158,950-48.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.35% | 348.24%-334.9pp | 276.66%-263.3pp | 302.91%-289.6pp |
| Employer contribution / active EE | $6,465 | $5,103+26.7% | $4,645+39.2% | $4,762+35.8% |
| Participant deferral / active EE | $8,770 | $7,182+22.1% | $6,842+28.2% | $5,983+46.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |