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 | $188,665 | $98,240+92.0% | $82,313+129.2% | $147,585+27.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.44% | 30.85%-16.4pp | 25.88%-11.4pp | 578.57%-564.1pp |
| Employer contribution / active EE | $1,404 | $3,192-56.0% | $2,428-42.2% | $4,876-71.2% |
| Participant deferral / active EE | $9,144 | $4,383+108.6% | $3,706+146.7% | $5,439+68.1% |
| Admin fee / account holder | $103 | $8,563-98.8% | $5,608-98.2% | $10,885-99.1% |