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 | $233,224 | $129,737+79.8% | $119,126+95.8% | $154,746+50.7% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 13.91% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,824 | $4,375-58.3% | $4,034-54.8% | $4,379-58.3% |
| Participant deferral / active EE | $3,484 | $5,842-40.4% | $5,318-34.5% | $6,730-48.2% |
| Admin fee / account holder | $193 | $11,961-98.4% | $10,693-98.2% | $14,365-98.7% |