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 | $135,747 | $124,346+9.2% | $111,308+22.0% | $167,536-19.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.07% | 37.45%-22.4pp | 54.67%-39.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,140 | $3,437-37.7% | $2,732-21.7% | $4,839-55.8% |
| Participant deferral / active EE | $3,835 | $5,182-26.0% | $4,487-14.5% | $6,342-39.5% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |