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 | $233,319 | $124,980+86.7% | $108,359+115.3% | $154,746+50.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 23.24% | 45.00%-21.8pp | 36.89%-13.7pp | 172.34%-149.1pp |
| Employer contribution / active EE | $6,603 | $2,851+131.6% | $2,399+175.2% | $4,379+50.8% |
| Participant deferral / active EE | $13,356 | $4,743+181.6% | $4,137+222.9% | $6,730+98.5% |
| Admin fee / account holder | $107 | $11,502-99.1% | $9,741-98.9% | $14,365-99.3% |