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 | $215,645 | $197,625+9.1% | $177,840+21.3% | $158,966+35.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 17.69% | 58.76%-41.1pp | 48.32%-30.6pp | 302.95%-285.3pp |
| Employer contribution / active EE | $10,024 | $6,698+49.7% | $5,919+69.4% | $4,762+110.5% |
| Participant deferral / active EE | $8,947 | $8,405+6.5% | $7,714+16.0% | $5,983+49.5% |
| Admin fee / account holder | $7 | $15,405-100.0% | $12,431-99.9% | $11,250-99.9% |