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 | $152,233 | $93,346+63.1% | $71,796+112.0% | $273,972-44.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.87% | 130.39%-122.5pp | 78.04%-70.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $6,172 | $2,733+125.8% | $1,924+220.7% | $4,869+26.8% |
| Participant deferral / active EE | $1,365 | $3,475-60.7% | $2,794-51.2% | $5,287-74.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |