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 | $133,122 | $228,352-41.7% | $185,835-28.4% | $158,966-16.3% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 13.32% | 40.81%-27.5pp | 35.96%-22.6pp | 302.95%-289.6pp |
| Employer contribution / active EE | $1,181 | $4,967-76.2% | $4,087-71.1% | $4,762-75.2% |
| Participant deferral / active EE | $5,802 | $6,416-9.6% | $5,633+3.0% | $5,983-3.0% |
| Admin fee / account holder | $14 | $11,867-99.9% | $9,502-99.8% | $11,250-99.9% |