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 | $138,211 | $135,956+1.7% | $123,894+11.6% | $273,972-49.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $10,145 | $5,170+96.2% | $4,617+119.7% | $4,869+108.4% |
| Participant deferral / active EE | $6,354 | $6,343+0.2% | $5,984+6.2% | $5,287+20.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |