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 | $215,376 | $156,398+37.7% | $147,318+46.2% | $138,895+55.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.36% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.0pp |
| Employer contribution / active EE | $8,663 | $4,853+78.5% | $4,593+88.6% | $4,194+106.6% |
| Participant deferral / active EE | $20,894 | $8,237+153.6% | $7,906+164.3% | $6,396+226.7% |
| Admin fee / account holder | $118 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |