Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $246,005 | $123,155+99.8% | $108,753+126.2% | $155,188+58.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.24% | 44.73%-23.5pp | 37.47%-16.2pp | 148.84%-127.6pp |
| Employer contribution / active EE | $4,497 | $2,811+60.0% | $2,427+85.3% | $4,248+5.9% |
| Participant deferral / active EE | $16,517 | $4,623+257.3% | $4,115+301.4% | $6,531+152.9% |
| Admin fee / account holder | $73 | $12,126-99.4% | $10,320-99.3% | $14,480-99.5% |