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 | $156,578 | $197,637-20.8% | $177,848-12.0% | $158,982-1.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 56.89% | 58.77%-1.9pp | 48.33%+8.6pp | 302.99%-246.1pp |
| Employer contribution / active EE | $2,832 | $6,698-57.7% | $5,919-52.1% | $4,763-40.5% |
| Participant deferral / active EE | $11,775 | $8,405+40.1% | $7,714+52.7% | $5,983+96.8% |
| Admin fee / account holder | $73 | $15,406-99.5% | $12,431-99.4% | $11,252-99.4% |