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 | $249,043 | $111,535+123.3% | $105,223+136.7% | $137,256+81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.59% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,861 | $3,939-2.0% | $3,689+4.7% | $4,156-7.1% |
| Participant deferral / active EE | $11,274 | $5,500+105.0% | $5,072+122.3% | $6,407+76.0% |
| Admin fee / account holder | $145 | $9,721-98.5% | $8,859-98.4% | $12,270-98.8% |