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 | $115,531 | $117,895-2.0% | $102,460+12.8% | $145,897-20.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.89% | 31.92%-16.0pp | 29.47%-13.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,397 | $3,619-33.8% | $3,025-20.8% | $4,663-48.6% |
| Participant deferral / active EE | $6,926 | $5,736+20.7% | $5,056+37.0% | $6,689+3.5% |
| Admin fee / account holder | $55 | $13,353-99.6% | $9,460-99.4% | $13,390-99.6% |