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 | $200,451 | $98,240+104.0% | $82,312+143.5% | $147,586+35.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.37% | 30.85%-11.5pp | 25.88%-6.5pp | 578.59%-559.2pp |
| Employer contribution / active EE | $12,977 | $3,192+306.6% | $2,428+434.4% | $4,876+166.1% |
| Participant deferral / active EE | $12,634 | $4,383+188.2% | $3,706+240.9% | $5,439+132.3% |
| Admin fee / account holder | $28 | $8,563-99.7% | $5,608-99.5% | $10,886-99.7% |