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 | $26,536 | $127,386-79.2% | $115,037-76.9% | $125,393-78.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 28.11% | 31.28%-3.2pp | 26.14%+2.0pp | 282.23%-254.1pp |
| Employer contribution / active EE | $16,225 | $5,166+214.1% | $4,608+252.1% | $4,866+233.4% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,351+68.2% |
| Admin fee / account holder | $111 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |