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 | $157,007 | $127,387+23.3% | $115,038+36.5% | $125,389+25.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.07% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $28,432 | $5,166+450.3% | $4,608+517.0% | $4,866+484.3% |
| Participant deferral / active EE | $7,025 | $6,423+9.4% | $6,026+16.6% | $5,352+31.3% |
| Admin fee / account holder | $202 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |