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 | $234,867 | $70,532+233.0% | $68,948+240.6% | $137,256+71.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 21.32% | 32.56%-11.2pp | 28.39%-7.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $12,717 | $4,355+192.0% | $4,165+205.4% | $4,156+206.0% |
| Participant deferral / active EE | $12,433 | $6,773+83.6% | $6,186+101.0% | $6,407+94.1% |
| Admin fee / account holder | $225 | $7,916-97.2% | $7,539-97.0% | $12,270-98.2% |