Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $103,201 | $114,119-9.6% | $107,187-3.7% | $138,895-25.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.67% | 273.21%-256.5pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $14,655 | $4,059+261.1% | $3,782+287.5% | $4,194+249.4% |
| Participant deferral / active EE | $10,241 | $5,538+84.9% | $5,096+101.0% | $6,396+60.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |