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 | $82,661 | $172,111-52.0% | $150,298-45.0% | $137,256-39.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.53% | 69.37%-56.8pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,376 | $4,636+59.1% | $4,154+77.6% | $4,156+77.5% |
| Participant deferral / active EE | $10,615 | $6,166+72.2% | $5,453+94.7% | $6,407+65.7% |
| Admin fee / account holder | $185 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |