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 | $173,544 | $197,625-12.2% | $177,840-2.4% | $158,966+9.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 30.65% | 58.76%-28.1pp | 48.32%-17.7pp | 302.95%-272.3pp |
| Employer contribution / active EE | $7,697 | $6,698+14.9% | $5,919+30.0% | $4,762+61.6% |
| Participant deferral / active EE | $14,323 | $8,405+70.4% | $7,714+85.7% | $5,983+139.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |