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 | $108,507 | $185,312-41.4% | $161,489-32.8% | $154,746-29.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.98% | 103.84%-84.9pp | 89.72%-70.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,377 | $4,769-50.2% | $4,268-44.3% | $4,379-45.7% |
| Participant deferral / active EE | $7,600 | $6,350+19.7% | $5,630+35.0% | $6,730+12.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |