Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $199,936 | $154,228+29.6% | $145,433+37.5% | $137,256+45.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,255 | $4,804-32.2% | $4,554-28.5% | $4,156-21.7% |
| Participant deferral / active EE | $25,729 | $8,216+213.1% | $7,897+225.8% | $6,407+301.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |