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 | $192,813 | $91,037+111.8% | $71,671+169.0% | $147,586+30.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.15% | 20.48%-4.3pp | 20.65%-4.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,085 | $3,327-7.3% | $2,460+25.4% | $4,876-36.7% |
| Participant deferral / active EE | $5,673 | $4,498+26.1% | $3,438+65.0% | $5,439+4.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |