Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $242,666 | $157,829+53.8% | $136,867+77.3% | $198,609+22.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.57% | 51.25%-38.7pp | 42.97%-30.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,716 | $3,923-5.3% | $3,547+4.8% | $5,055-26.5% |
| Participant deferral / active EE | $16,825 | $5,463+208.0% | $4,924+241.7% | $6,977+141.2% |
| Admin fee / account holder | $34 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |