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 | $69,565 | $197,625-64.8% | $177,840-60.9% | $158,966-56.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.75% | 58.76%-39.0pp | 48.32%-28.6pp | 302.95%-283.2pp |
| Employer contribution / active EE | $18,000 | $6,698+168.7% | $5,919+204.1% | $4,762+278.0% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,983+225.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |