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 | $143,157 | $165,399-13.4% | $149,745-4.4% | $158,982-10.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.36% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.6pp |
| Employer contribution / active EE | $17,585 | $5,105+244.5% | $4,646+278.5% | $4,763+269.2% |
| Participant deferral / active EE | $14,430 | $7,183+100.9% | $6,843+110.9% | $5,983+141.2% |
| Admin fee / account holder | $88 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |