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 | $211,795 | $85,196+148.6% | $76,383+177.3% | $145,897+45.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.21% | 13.13%+0.1pp | 13.79%-0.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,819 | $5,268+29.5% | $4,587+48.7% | $4,663+46.2% |
| Participant deferral / active EE | $10,477 | $6,386+64.1% | $5,474+91.4% | $6,689+56.6% |
| Admin fee / account holder | $0 | $5,786-100.0% | $5,147-100.0% | $13,390-100.0% |