Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $155,728 | $166,242-6.3% | $165,071-5.7% | $145,884+6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.40% | 100.44%-91.0pp | 70.17%-60.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $30,008 | $5,283+468.0% | $4,347+590.3% | $4,662+543.6% |
| Participant deferral / active EE | $22,450 | $6,964+222.4% | $6,035+272.0% | $6,690+235.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |