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 | $167,567 | $104,251+60.7% | $91,004+84.1% | $147,586+13.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 25.79% | 27.06%-1.3pp | 4.60%+21.2pp | 578.59%-552.8pp |
| Employer contribution / active EE | $7,641 | $3,116+145.2% | $2,456+211.2% | $4,876+56.7% |
| Participant deferral / active EE | $6,815 | $4,195+62.5% | $3,548+92.1% | $5,439+25.3% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |