Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,401 | $124,980+21.1% | $108,359+39.7% | $154,746-2.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.76% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $5,280 | $2,851+85.2% | $2,399+120.0% | $4,379+20.6% |
| Participant deferral / active EE | $10,201 | $4,743+115.1% | $4,137+146.6% | $6,730+51.6% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |