Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $187,803 | $169,356+10.9% | $129,406+45.1% | $145,897+28.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.25% | 14418.62%-14403.4pp | 9468.18%-9452.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,376 | $5,542-57.1% | $4,155-42.8% | $4,663-49.0% |
| Participant deferral / active EE | $6,568 | $4,987+31.7% | $4,167+57.6% | $6,689-1.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |