Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $167,855 | $223,823-25.0% | $211,142-20.5% | $154,746+8.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.22% | 50.39%-26.2pp | 46.84%-22.6pp | 172.34%-148.1pp |
| Employer contribution / active EE | $2,038 | $6,787-70.0% | $6,442-68.4% | $4,379-53.5% |
| Participant deferral / active EE | $10,593 | $9,750+8.6% | $9,284+14.1% | $6,730+57.4% |
| Admin fee / account holder | $17 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |