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 | $171,433 | $104,694+63.7% | $85,709+100.0% | $167,536+2.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 17.42% | 21.45%-4.0pp | 21.49%-4.1pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,757 | $3,337-47.4% | $2,619-32.9% | $4,839-63.7% |
| Participant deferral / active EE | $9,329 | $4,826+93.3% | $3,924+137.8% | $6,342+47.1% |
| Admin fee / account holder | $24 | $10,035-99.8% | $6,876-99.7% | $12,315-99.8% |