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 | $87,069 | $178,174-51.1% | $156,181-44.3% | $137,256-36.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.99% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,729 | $4,972+15.2% | $4,294+33.4% | $4,156+37.9% |
| Participant deferral / active EE | $10,879 | $6,888+57.9% | $6,132+77.4% | $6,407+69.8% |
| Admin fee / account holder | $14 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |