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 | $172,266 | $115,911+48.6% | $100,530+71.4% | $158,950+8.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 26.71% | 34.80%-8.1pp | 30.89%-4.2pp | 302.91%-276.2pp |
| Employer contribution / active EE | $9,021 | $4,104+119.8% | $3,418+163.9% | $4,762+89.4% |
| Participant deferral / active EE | $4,758 | $6,676-28.7% | $6,271-24.1% | $5,983-20.5% |
| Admin fee / account holder | $2 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |