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 | $226,613 | $91,198+148.5% | $178,503+27.0% | $79,856+183.8% |
| Participation rate | 89.7% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 16.63% | 24.20%-7.6pp | 151.12%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $9,379 | $3,257+188.0% | $5,011+87.2% | $2,471+279.5% |
| Participant deferral / active EE | $5,474 | $3,237+69.1% | $5,202+5.2% | $3,741+46.3% |
| Admin fee / account holder | $60 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |