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 | $135,111 | $185,312-27.1% | $161,489-16.3% | $154,746-12.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 22.90% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,538 | $4,769-67.8% | $4,268-64.0% | $4,379-64.9% |
| Participant deferral / active EE | $5,102 | $6,350-19.6% | $5,630-9.4% | $6,730-24.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |