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 | $160,620 | $135,956+18.1% | $123,894+29.6% | $273,972-41.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 48.01% | 56.63%-8.6pp | 47.52%+0.5pp | 41.46%+6.6pp |
| Employer contribution / active EE | $19,793 | $5,170+282.9% | $4,617+328.7% | $4,869+306.5% |
| Participant deferral / active EE | $13,899 | $6,343+119.1% | $5,984+132.3% | $5,287+162.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |