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 | $146,221 | $167,483-12.7% | $115,752+26.3% | $147,586-0.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 82.8%+0.5pp |
| Annual return | 11.91% | 12.11%-0.2pp | 19.41%-7.5pp | 578.59%-566.7pp |
| Employer contribution / active EE | $3,377 | $4,960-31.9% | $3,492-3.3% | $4,876-30.8% |
| Participant deferral / active EE | $9,297 | $7,037+32.1% | $5,204+78.7% | $5,439+70.9% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |