Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $116,176 | $172,111-32.5% | $150,298-22.7% | $137,256-15.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.28% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $18,660 | $4,636+302.5% | $4,154+349.2% | $4,156+349.0% |
| Participant deferral / active EE | $12,447 | $6,166+101.9% | $5,453+128.3% | $6,407+94.3% |
| Admin fee / account holder | $14 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |