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 | $87,918 | $91,179-3.6% | $178,499-50.7% | $79,852+10.1% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 17.43% | 24.19%-6.8pp | 151.10%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $2,120 | $3,256-34.9% | $5,011-57.7% | $2,471-14.2% |
| Participant deferral / active EE | $4,084 | $3,236+26.2% | $5,202-21.5% | $3,740+9.2% |
| Admin fee / account holder | $95 | $6,749-98.6% | $13,986-99.3% | $5,306-98.2% |