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 | $97,756 | $81,504+19.9% | $102,437-4.6% | $80,959+20.7% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 11.51% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $11,823 | $3,104+281.0% | $3,871+205.5% | $2,757+328.8% |
| Participant deferral / active EE | $8,924 | $3,871+130.5% | $5,060+76.4% | $4,300+107.5% |
| Admin fee / account holder | $112 | $6,719-98.3% | $8,388-98.7% | $6,925-98.4% |