Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $135,103 | $197,637-31.6% | $177,848-24.0% | $158,982-15.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.38% | 58.77%-38.4pp | 48.33%-27.9pp | 302.99%-282.6pp |
| Employer contribution / active EE | $13,173 | $6,698+96.7% | $5,919+122.6% | $4,763+176.6% |
| Participant deferral / active EE | $12,048 | $8,405+43.3% | $7,714+56.2% | $5,983+101.4% |
| Admin fee / account holder | $93 | $15,406-99.4% | $12,431-99.2% | $11,252-99.2% |