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 | $242,077 | $156,616+54.6% | $133,346+81.5% | $198,609+21.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.26% | 44.25%-33.0pp | 36.85%-25.6pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,871 | $3,368-14.8% | $2,853+0.6% | $5,055-43.2% |
| Participant deferral / active EE | $9,358 | $4,920+90.2% | $4,332+116.0% | $6,977+34.1% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |