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 | $90,032 | $77,814+15.7% | $158,223-43.1% | $86,983+3.5% |
| Participation rate | 92.6% | 68.4%+24.2pp | 79.2%+13.4pp | 69.5%+23.1pp |
| Annual return | 17.97% | 30.54%-12.6pp | 52.09%-34.1pp | 25.83%-7.9pp |
| Employer contribution / active EE | $6,111 | $2,592+135.8% | $4,109+48.7% | $2,584+136.5% |
| Participant deferral / active EE | $3,810 | $3,270+16.5% | $5,467-30.3% | $4,194-9.2% |
| Admin fee / account holder | $60 | $5,879-99.0% | $16,047-99.6% | $7,856-99.2% |