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 | $248,512 | $162,136+53.3% | $152,301+63.2% | $154,746+60.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.38% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $18,823 | $4,890+284.9% | $4,624+307.0% | $4,379+329.8% |
| Participant deferral / active EE | $30,326 | $8,341+263.6% | $8,004+278.9% | $6,730+350.6% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |