Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $186,380 | $174,379+6.9% | $152,093+22.5% | $138,895+34.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.13% | 74.86%-49.7pp | 66.36%-41.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $20,000 | $4,652+329.9% | $4,175+379.1% | $4,194+376.8% |
| Participant deferral / active EE | $23,500 | $6,159+281.5% | $5,451+331.1% | $6,396+267.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |