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 | $213,976 | $131,835+62.3% | $108,582+97.1% | $273,972-21.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 10.34% | -91.57%+101.9pp | -51.70%+62.0pp | 41.46%-31.1pp |
| Employer contribution / active EE | $13,850 | $4,913+181.9% | $3,758+268.5% | $4,869+184.5% |
| Participant deferral / active EE | $5,931 | $5,127+15.7% | $4,311+37.6% | $5,287+12.2% |
| Admin fee / account holder | $199 | $10,253-98.1% | $7,645-97.4% | $10,133-98.0% |