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 | $142,252 | $110,240+29.0% | $96,544+47.3% | $139,487+2.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.93% | 26.41%-13.5pp | 25.88%-13.0pp | 373.84%-360.9pp |
| Employer contribution / active EE | $1,714 | $3,622-52.7% | $2,966-42.2% | $4,755-63.9% |
| Participant deferral / active EE | $4,928 | $5,549-11.2% | $4,851+1.6% | $6,713-26.6% |
| Admin fee / account holder | $73 | $11,602-99.4% | $8,254-99.1% | $11,407-99.4% |