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 | $218,255 | $162,821+34.0% | $133,978+62.9% | $158,982+37.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 12.64% | 41.95%-29.3pp | 45.10%-32.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $11,378 | $4,976+128.6% | $3,919+190.3% | $4,763+138.9% |
| Participant deferral / active EE | $8,354 | $5,910+41.3% | $5,047+65.5% | $5,983+39.6% |
| Admin fee / account holder | $249 | $11,742-97.9% | $8,930-97.2% | $11,252-97.8% |