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 | $112,683 | $103,008+9.4% | $90,304+24.8% | $152,897-26.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.18% | 95.22%-72.0pp | 78.13%-55.0pp | 345.43%-322.3pp |
| Employer contribution / active EE | $16,802 | $3,139+435.2% | $2,855+488.5% | $4,764+252.7% |
| Participant deferral / active EE | $8,917 | $4,281+108.3% | $3,885+129.5% | $5,851+52.4% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |