Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $111,930 | $100,073+11.8% | $85,126+31.5% | $145,877-23.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 84.11%-74.2pp | 66.63%-56.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $6,590 | $3,236+103.6% | $2,731+141.3% | $4,663+41.3% |
| Participant deferral / active EE | $16,344 | $5,294+208.7% | $4,523+261.3% | $6,691+144.3% |
| Admin fee / account holder | $24 | $7,261-99.7% | $6,160-99.6% | $13,402-99.8% |