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 | $169,949 | $201,370-15.6% | $184,256-7.8% | $145,897+16.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.78% | 29.05%-8.3pp | 28.85%-8.1pp | 552.29%-531.5pp |
| Employer contribution / active EE | $26,437 | $7,024+276.4% | $6,427+311.3% | $4,663+467.0% |
| Participant deferral / active EE | $19,821 | $9,808+102.1% | $9,133+117.0% | $6,689+196.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |