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 | $229,106 | $144,130+59.0% | $117,861+94.4% | $147,586+55.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 17.70% | 531.20%-513.5pp | 335.11%-317.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $8,521 | $4,897+74.0% | $3,786+125.0% | $4,876+74.7% |
| Participant deferral / active EE | $11,081 | $5,316+108.4% | $4,482+147.2% | $5,439+103.8% |
| Admin fee / account holder | $98 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |