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 | $139,274 | $100,125+39.1% | $81,482+70.9% | $145,978-4.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.61% | 34.44%-23.8pp | 24.79%-14.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $19,050 | $2,977+539.8% | $2,463+673.4% | $4,662+308.6% |
| Participant deferral / active EE | $30,500 | $4,609+561.7% | $3,885+685.0% | $6,690+355.9% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |