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 | $245,407 | $117,846+108.2% | $102,434+139.6% | $145,884+68.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 31.90%-18.4pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $12,094 | $3,615+234.6% | $3,023+300.0% | $4,662+159.4% |
| Participant deferral / active EE | $34,460 | $5,733+501.0% | $5,055+581.7% | $6,690+415.1% |
| Admin fee / account holder | $214 | $13,356-98.4% | $9,462-97.7% | $13,392-98.4% |