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 | $138,177 | $165,351-16.4% | $149,710-7.7% | $158,931-13.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.02% | 348.19%-335.2pp | 276.63%-263.6pp | 302.86%-289.8pp |
| Employer contribution / active EE | $4,920 | $5,103-3.6% | $4,645+5.9% | $4,761+3.3% |
| Participant deferral / active EE | $5,593 | $7,181-22.1% | $6,842-18.2% | $5,982-6.5% |
| Admin fee / account holder | $73 | $10,807-99.3% | $9,309-99.2% | $11,247-99.3% |