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 | $185,312-37.3% | $161,489-28.1% | $154,746-24.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.28% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $18,660 | $4,769+291.3% | $4,268+337.2% | $4,379+326.1% |
| Participant deferral / active EE | $12,447 | $6,350+96.0% | $5,630+121.1% | $6,730+84.9% |
| Admin fee / account holder | $14 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |