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 | $172,594 | $113,338+52.3% | $94,993+81.7% | $147,586+16.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.85% | 20.80%-7.0pp | 27.14%-13.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $10,000 | $3,160+216.4% | $2,603+284.1% | $4,876+105.1% |
| Participant deferral / active EE | $4,190 | $3,777+10.9% | $3,317+26.3% | $5,439-23.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |