Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $182,893 | $102,828+77.9% | $105,387+73.5% | $152,897+19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.03% | 20.85%+0.2pp | 26.82%-5.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $11,099 | $4,473+148.2% | $4,213+163.4% | $4,764+133.0% |
| Participant deferral / active EE | $7,202 | $5,465+31.8% | $5,502+30.9% | $5,851+23.1% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,599-100.0% |