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 | $120,741 | $165,399-27.0% | $149,745-19.4% | $158,982-24.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.34% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $3,827 | $5,105-25.0% | $4,646-17.6% | $4,763-19.6% |
| Participant deferral / active EE | $7,097 | $7,183-1.2% | $6,843+3.7% | $5,983+18.6% |
| Admin fee / account holder | $231 | $10,811-97.9% | $9,312-97.5% | $11,252-97.9% |