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 | $142,698 | $110,410+29.2% | $102,437+39.3% | $145,897-2.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.63% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,513 | $4,217-16.7% | $3,871-9.2% | $4,663-24.6% |
| Participant deferral / active EE | $11,224 | $5,622+99.7% | $5,060+121.8% | $6,689+67.8% |
| Admin fee / account holder | $184 | $9,745-98.1% | $8,388-97.8% | $13,390-98.6% |