Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $122,243 | $156,398-21.8% | $147,318-17.0% | $138,895-12.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.26% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.1pp |
| Employer contribution / active EE | $26,476 | $4,853+445.5% | $4,593+476.4% | $4,194+531.2% |
| Participant deferral / active EE | $12,843 | $8,237+55.9% | $7,906+62.4% | $6,396+100.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |