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 | $106,557 | $106,247+0.3% | $96,515+10.4% | $139,466-23.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.40% | 38.47%-26.1pp | 35.73%-23.3pp | 373.66%-361.3pp |
| Employer contribution / active EE | $3,375 | $4,106-17.8% | $3,740-9.7% | $4,754-29.0% |
| Participant deferral / active EE | $10,706 | $5,456+96.2% | $4,880+119.4% | $6,712+59.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |