Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $247,723 | $111,814+121.5% | $103,378+139.6% | $145,978+69.7% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 12.59% | 24.80%-12.2pp | 24.91%-12.3pp | 550.52%-537.9pp |
| Employer contribution / active EE | $13,286 | $4,215+215.2% | $3,870+243.3% | $4,662+185.0% |
| Participant deferral / active EE | $4,165 | $5,618-25.9% | $5,058-17.6% | $6,690-37.7% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |