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 | $113,543 | $154,228-26.4% | $145,433-21.9% | $137,256-17.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.01% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.3pp |
| Employer contribution / active EE | $4,860 | $4,804+1.2% | $4,554+6.7% | $4,156+16.9% |
| Participant deferral / active EE | $15,682 | $8,216+90.9% | $7,897+98.6% | $6,407+144.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |