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 | $224,311 | $127,296+76.2% | $109,907+104.1% | $167,536+33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.10% | 22.97%-13.9pp | 29.46%-20.4pp | 478.82%-469.7pp |
| Employer contribution / active EE | $14,207 | $3,325+327.3% | $2,844+399.6% | $4,839+193.6% |
| Participant deferral / active EE | $11,427 | $4,513+153.2% | $4,047+182.4% | $6,342+80.2% |
| Admin fee / account holder | $22 | $7,119-99.7% | $6,069-99.6% | $12,315-99.8% |