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 | $118,106 | $226,105-47.8% | $182,540-35.3% | $152,897-22.8% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.5%+5.8pp |
| Annual return | 22.65% | 192.58%-169.9pp | 148.58%-125.9pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,066 | $4,978-78.6% | $4,076-73.8% | $4,764-77.6% |
| Participant deferral / active EE | $5,502 | $6,370-13.6% | $5,525-0.4% | $5,851-6.0% |
| Admin fee / account holder | $54 | $10,706-99.5% | $8,593-99.4% | $11,599-99.5% |