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 | $137,844 | $165,361-16.6% | $149,715-7.9% | $158,950-13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.59% | 348.24%-328.6pp | 276.66%-257.1pp | 302.91%-283.3pp |
| Employer contribution / active EE | $9,172 | $5,103+79.7% | $4,645+97.5% | $4,762+92.6% |
| Participant deferral / active EE | $14,917 | $7,182+107.7% | $6,842+118.0% | $5,983+149.3% |
| Admin fee / account holder | $109 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |