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 | $238,549 | $165,399+44.2% | $149,745+59.3% | $158,982+50.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 19.22% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $8,820 | $5,105+72.8% | $4,646+89.8% | $4,763+85.2% |
| Participant deferral / active EE | $11,870 | $7,183+65.3% | $6,843+73.5% | $5,983+98.4% |
| Admin fee / account holder | $147 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |