Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $229,223 | $167,522+36.8% | $151,639+51.2% | $134,532+70.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.52% | 7.81%-23.3pp | 3.34%-18.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $18,018 | $6,828+163.9% | $6,165+192.3% | $4,741+280.0% |
| Participant deferral / active EE | $10,883 | $8,986+21.1% | $8,363+30.1% | $6,401+70.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |