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 | $135,499 | $197,637-31.4% | $177,848-23.8% | $158,982-14.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.52% | 58.77%-25.2pp | 48.33%-14.8pp | 302.99%-269.5pp |
| Employer contribution / active EE | $2,367 | $6,698-64.7% | $5,919-60.0% | $4,763-50.3% |
| Participant deferral / active EE | $26,000 | $8,405+209.3% | $7,714+237.1% | $5,983+334.5% |
| Admin fee / account holder | $15 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |