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 | $239,111 | $201,370+18.7% | $184,256+29.8% | $145,897+63.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.19% | 29.05%-6.9pp | 28.85%-6.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $2,799 | $7,024-60.1% | $6,427-56.5% | $4,663-40.0% |
| Participant deferral / active EE | $13,362 | $9,808+36.2% | $9,133+46.3% | $6,689+99.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |