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 | $249,885 | $201,370+24.1% | $184,256+35.6% | $145,897+71.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.11% | 29.05%-9.9pp | 28.85%-9.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $18,094 | $7,024+157.6% | $6,427+181.5% | $4,663+288.1% |
| Participant deferral / active EE | $16,969 | $9,808+73.0% | $9,133+85.8% | $6,689+153.7% |
| Admin fee / account holder | $77 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |