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 | $155,445 | $156,398-0.6% | $147,318+5.5% | $138,895+11.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.64% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,328 | $4,853-10.8% | $4,593-5.8% | $4,194+3.2% |
| Participant deferral / active EE | $10,816 | $8,237+31.3% | $7,906+36.8% | $6,396+69.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |