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 | $185,987 | $201,344-7.6% | $184,243+0.9% | $145,877+27.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.61% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $43,533 | $7,022+519.9% | $6,427+577.4% | $4,663+833.6% |
| Participant deferral / active EE | $23,000 | $9,807+134.5% | $9,132+151.9% | $6,691+243.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |