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 | $179,114 | $112,729+58.9% | $98,716+81.4% | $137,256+30.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.50% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $6,258 | $2,725+129.6% | $2,279+174.6% | $4,156+50.6% |
| Participant deferral / active EE | $13,826 | $4,640+198.0% | $4,048+241.6% | $6,407+115.8% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |