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 | $166,089-6.2% | $164,928-5.6% | $145,978+6.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.40% | 100.26%-90.9pp | 70.08%-60.7pp | 550.52%-541.1pp |
| Employer contribution / active EE | $30,008 | $5,276+468.7% | $4,343+590.9% | $4,662+543.7% |
| Participant deferral / active EE | $22,450 | $6,961+222.5% | $6,034+272.1% | $6,690+235.6% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |