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 | $100,860 | $172,111-41.4% | $150,298-32.9% | $137,256-26.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.58% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,081 | $4,636-12.0% | $4,154-1.8% | $4,156-1.8% |
| Participant deferral / active EE | $5,518 | $6,166-10.5% | $5,453+1.2% | $6,407-13.9% |
| Admin fee / account holder | $56 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |