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 | $216,125 | $176,794+22.2% | $146,647+47.4% | $167,553+29.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.02% | 24.04%-15.0pp | 22.75%-13.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $1,274 | $5,161-75.3% | $4,137-69.2% | $4,840-73.7% |
| Participant deferral / active EE | $13,500 | $6,440+109.6% | $5,506+145.2% | $6,343+112.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |