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 | $161,162 | $215,361-25.2% | $171,082-5.8% | $273,972-41.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.13% | 25.14%-17.0pp | 32.56%-24.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $15,750 | $4,967+217.1% | $4,002+293.6% | $4,869+223.5% |
| Participant deferral / active EE | $18,000 | $5,543+224.7% | $4,797+275.2% | $5,287+240.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |