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 | $205,858 | $201,344+2.2% | $184,243+11.7% | $145,877+41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.54% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,616 | $7,022-62.7% | $6,427-59.3% | $4,663-43.9% |
| Participant deferral / active EE | $6,955 | $9,807-29.1% | $9,132-23.8% | $6,691+4.0% |
| Admin fee / account holder | $82 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |