Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $108,491 | $209,336-48.2% | $197,124-45.0% | $137,256-21.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.82% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $14,288 | $6,591+116.8% | $6,227+129.4% | $4,156+243.8% |
| Participant deferral / active EE | $16,335 | $9,614+69.9% | $9,135+78.8% | $6,407+155.0% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |