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 | $243,462 | $165,361+47.2% | $149,715+62.6% | $158,950+53.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.74% | 348.24%-331.5pp | 276.66%-259.9pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,934 | $5,103-62.1% | $4,645-58.4% | $4,762-59.4% |
| Participant deferral / active EE | $7,525 | $7,182+4.8% | $6,842+10.0% | $5,983+25.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |