Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $248,263 | $209,336+18.6% | $197,124+25.9% | $137,256+80.9% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 16.86% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,692 | $6,591-59.2% | $6,227-56.8% | $4,156-35.2% |
| Participant deferral / active EE | $12,921 | $9,614+34.4% | $9,135+41.5% | $6,407+101.7% |
| Admin fee / account holder | $43 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |