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 | $237,378 | $117,829+101.5% | $102,423+131.8% | $145,877+62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 31.83%-19.2pp | 29.42%-16.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $10,693 | $3,615+195.8% | $3,023+253.7% | $4,663+129.3% |
| Participant deferral / active EE | $9,989 | $5,732+74.3% | $5,054+97.6% | $6,691+49.3% |
| Admin fee / account holder | $37 | $13,335-99.7% | $9,455-99.6% | $13,402-99.7% |