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 | $143,369 | $201,344-28.8% | $184,243-22.2% | $145,877-1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.07% | 29.01%-4.9pp | 28.82%-4.7pp | 551.28%-527.2pp |
| Employer contribution / active EE | $13,431 | $7,022+91.3% | $6,427+109.0% | $4,663+188.0% |
| Participant deferral / active EE | $22,148 | $9,807+125.9% | $9,132+142.5% | $6,691+231.0% |
| Admin fee / account holder | $184 | $16,382-98.9% | $13,914-98.7% | $13,402-98.6% |