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 | $247,214 | $197,637+25.1% | $177,848+39.0% | $158,982+55.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.71% | 58.77%-45.1pp | 48.33%-34.6pp | 302.99%-289.3pp |
| Employer contribution / active EE | $4,129 | $6,698-38.4% | $5,919-30.2% | $4,763-13.3% |
| Participant deferral / active EE | $11,149 | $8,405+32.7% | $7,714+44.5% | $5,983+86.3% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |