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 | $196,612 | $165,399+18.9% | $149,745+31.3% | $158,982+23.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.50% | 348.34%-339.8pp | 276.72%-268.2pp | 302.99%-294.5pp |
| Employer contribution / active EE | $5,546 | $5,105+8.6% | $4,646+19.4% | $4,763+16.4% |
| Participant deferral / active EE | $2,600 | $7,183-63.8% | $6,843-62.0% | $5,983-56.5% |
| Admin fee / account holder | $225 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |