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 | $114,619 | $110,278+3.9% | $95,740+19.7% | $139,466-17.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.92% | 27.19%-4.3pp | 28.41%-5.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,849 | $3,260-43.3% | $2,836-34.8% | $4,754-61.1% |
| Participant deferral / active EE | $2,785 | $4,674-40.4% | $4,244-34.4% | $6,712-58.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |