Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $107,977 | $165,361-34.7% | $149,715-27.9% | $158,950-32.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.15% | 348.24%-323.1pp | 276.66%-251.5pp | 302.91%-277.8pp |
| Employer contribution / active EE | $7,395 | $5,103+44.9% | $4,645+59.2% | $4,762+55.3% |
| Participant deferral / active EE | $8,815 | $7,182+22.7% | $6,842+28.8% | $5,983+47.3% |
| Admin fee / account holder | $188 | $10,808-98.3% | $9,310-98.0% | $11,248-98.3% |