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 | $144,480 | $165,399-12.6% | $149,745-3.5% | $158,982-9.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.17% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $14,139 | $5,105+177.0% | $4,646+204.4% | $4,763+196.9% |
| Participant deferral / active EE | $9,342 | $7,183+30.1% | $6,843+36.5% | $5,983+56.1% |
| Admin fee / account holder | $59 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |