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 | $187,678 | $96,956+93.6% | $69,779+169.0% | $273,972-31.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.23% | 12.93%-6.7pp | 12.99%-6.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $10,080 | $3,316+204.0% | $2,338+331.1% | $4,869+107.0% |
| Participant deferral / active EE | $6,294 | $3,744+68.1% | $2,931+114.8% | $5,287+19.0% |
| Admin fee / account holder | $11 | $7,934-99.9% | $4,381-99.7% | $10,133-99.9% |