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 | $197,323 | $106,267+85.7% | $96,520+104.4% | $139,456+41.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.11% | 38.45%-18.3pp | 35.72%-15.6pp | 373.45%-353.3pp |
| Employer contribution / active EE | $1,868 | $4,105-54.5% | $3,739-50.0% | $4,753-60.7% |
| Participant deferral / active EE | $20,165 | $5,454+269.7% | $4,879+313.3% | $6,711+200.5% |
| Admin fee / account holder | $46 | $7,882-99.4% | $6,733-99.3% | $11,407-99.6% |