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 | $211,531 | $213,785-1.1% | $185,441+14.1% | $155,188+36.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.28% | 19.97%-3.7pp | 20.16%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $12,870 | $5,393+138.6% | $4,672+175.5% | $4,248+203.0% |
| Participant deferral / active EE | $6,594 | $6,864-3.9% | $6,152+7.2% | $6,531+1.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |