Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $236,705 | $174,379+35.7% | $152,093+55.6% | $138,895+70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.81% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,162 | $4,652-53.5% | $4,175-48.2% | $4,194-48.5% |
| Participant deferral / active EE | $8,853 | $6,159+43.7% | $5,451+62.4% | $6,396+38.4% |
| Admin fee / account holder | $45 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |