Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $138,235 | $156,398-11.6% | $147,318-6.2% | $138,895-0.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.22% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,913 | $4,853-40.0% | $4,593-36.6% | $4,194-30.5% |
| Participant deferral / active EE | $7,697 | $8,237-6.6% | $7,906-2.6% | $6,396+20.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |