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 | $78,355 | $89,364-12.3% | $141,177-44.5% | $72,983+7.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 26.87% | 111.86%-85.0pp | 71.40%-44.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $5,933 | $3,115+90.5% | $4,736+25.3% | $2,440+143.2% |
| Participant deferral / active EE | $10,161 | $5,419+87.5% | $6,710+51.4% | $3,608+181.7% |
| Admin fee / account holder | $298 | $5,959-95.0% | $10,263-97.1% | $5,124-94.2% |