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 | $218,416 | $154,159+41.7% | $130,026+68.0% | $139,456+56.6% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 13.97% | 32.50%-18.5pp | -137.26%+151.2pp | 373.45%-359.5pp |
| Employer contribution / active EE | $2,122 | $5,292-59.9% | $4,321-50.9% | $4,753-55.4% |
| Participant deferral / active EE | $9,220 | $6,710+37.4% | $5,821+58.4% | $6,711+37.4% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |