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 | $123,155+89.5% | $108,753+114.5% | $155,188+50.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.24% | 44.73%-21.5pp | 37.47%-14.2pp | 148.84%-125.6pp |
| Employer contribution / active EE | $6,603 | $2,811+134.9% | $2,427+172.1% | $4,248+55.4% |
| Participant deferral / active EE | $13,356 | $4,623+188.9% | $4,115+224.6% | $6,531+104.5% |
| Admin fee / account holder | $107 | $12,126-99.1% | $10,320-99.0% | $14,480-99.3% |