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 | $139,723 | $157,304-11.2% | $141,197-1.0% | $152,909-8.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.17% | 64.34%-36.2pp | 71.41%-43.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $3,324 | $5,263-36.8% | $4,736-29.8% | $4,764-30.2% |
| Participant deferral / active EE | $7,745 | $7,111+8.9% | $6,710+15.4% | $5,851+32.4% |
| Admin fee / account holder | $152 | $12,126-98.7% | $10,265-98.5% | $11,601-98.7% |