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 | $230,936 | $177,595+30.0% | $148,496+55.5% | $198,609+16.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.20% | 9.97%+7.2pp | 12.33%+4.9pp | 202.70%-185.5pp |
| Employer contribution / active EE | $5,969 | $4,098+45.7% | $3,497+70.7% | $5,055+18.1% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $284 | $27,010-98.9% | $19,547-98.5% | $19,030-98.5% |