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 | $238,819 | $172,111+38.8% | $150,298+58.9% | $137,256+74.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,464 | $4,636-68.4% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $3,136 | $6,166-49.1% | $5,453-42.5% | $6,407-51.1% |
| Admin fee / account holder | $151 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |