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 | $172,221 | $90,486+90.3% | $78,676+118.9% | $273,972-37.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 41.12% | 75.62%-34.5pp | 62.19%-21.1pp | 41.46%-0.3pp |
| Employer contribution / active EE | $9,076 | $3,175+185.9% | $2,850+218.5% | $4,869+86.4% |
| Participant deferral / active EE | $3,649 | $3,901-6.5% | $3,517+3.7% | $5,287-31.0% |
| Admin fee / account holder | $111 | $5,263-97.9% | $4,510-97.5% | $10,133-98.9% |