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 | $143,789 | $162,781-11.7% | $133,956+7.3% | $158,931-9.5% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 20.21% | 41.94%-21.7pp | 45.09%-24.9pp | 302.86%-282.6pp |
| Employer contribution / active EE | $3,397 | $4,975-31.7% | $3,919-13.3% | $4,761-28.6% |
| Participant deferral / active EE | $11,990 | $5,911+102.9% | $5,048+137.5% | $5,982+100.4% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,247-99.9% |