Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $125,141 | $182,442-31.4% | $163,379-23.4% | $138,895-9.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.19% | 72.74%-58.5pp | 63.41%-49.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $17,052 | $4,159+310.0% | $3,752+354.4% | $4,194+306.6% |
| Participant deferral / active EE | $7,220 | $6,817+5.9% | $6,282+14.9% | $6,396+12.9% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |