Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $175,980 | $110,379+59.4% | $102,412+71.8% | $145,884+20.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.12% | 24.84%+1.3pp | 24.94%+1.2pp | 551.85%-525.7pp |
| Employer contribution / active EE | $2,464 | $4,216-41.6% | $3,870-36.3% | $4,662-47.2% |
| Participant deferral / active EE | $10,378 | $5,622+84.6% | $5,060+105.1% | $6,690+55.1% |
| Admin fee / account holder | $54 | $9,745-99.5% | $8,388-99.4% | $13,392-99.6% |