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 | $237,735 | $93,064+155.5% | $74,577+218.8% | $273,972-13.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.69% | 26.18%-18.5pp | 20.47%-12.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $15,294 | $3,160+384.0% | $2,525+505.7% | $4,869+214.1% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $232 | $5,273-95.6% | $4,138-94.4% | $10,133-97.7% |