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 | $157,248 | $154,193+2.0% | $130,045+20.9% | $139,466+12.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.01% | 32.51%-16.5pp | -137.30%+153.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $5,391 | $5,292+1.9% | $4,321+24.7% | $4,754+13.4% |
| Participant deferral / active EE | $11,463 | $6,709+70.9% | $5,820+97.0% | $6,712+70.8% |
| Admin fee / account holder | $25 | $13,989-99.8% | $10,600-99.8% | $11,409-99.8% |