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 | $113,283 | $162,812-30.4% | $133,971-15.4% | $158,966-28.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.04% | 41.94%-24.9pp | 45.09%-28.1pp | 302.95%-285.9pp |
| Employer contribution / active EE | $13,448 | $4,976+170.3% | $3,919+243.2% | $4,762+182.4% |
| Participant deferral / active EE | $11,523 | $5,910+95.0% | $5,047+128.3% | $5,983+92.6% |
| Admin fee / account holder | $265 | $11,741-97.7% | $8,929-97.0% | $11,250-97.6% |