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 | $164,457 | $101,069+62.7% | $81,478+101.8% | $147,585+11.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.10% | 32.40%-24.3pp | 38.78%-30.7pp | 578.57%-570.5pp |
| Employer contribution / active EE | $9,334 | $3,205+191.2% | $2,568+263.5% | $4,876+91.4% |
| Participant deferral / active EE | $4,575 | $4,242+7.8% | $3,537+29.3% | $5,439-15.9% |
| Admin fee / account holder | $220 | $5,812-96.2% | $4,561-95.2% | $10,885-98.0% |