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 | $110,373 | $157,296-29.8% | $141,191-21.8% | $152,897-27.8% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 26.49% | 64.34%-37.9pp | 71.41%-44.9pp | 345.43%-318.9pp |
| Employer contribution / active EE | $3,762 | $5,262-28.5% | $4,736-20.6% | $4,764-21.0% |
| Participant deferral / active EE | $10,604 | $7,111+49.1% | $6,710+58.0% | $5,851+81.2% |
| Admin fee / account holder | $219 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |