Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $121,638 | $156,398-22.2% | $147,318-17.4% | $138,895-12.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.07% | 78.75%-55.7pp | 70.43%-47.4pp | 145.39%-122.3pp |
| Employer contribution / active EE | $960 | $4,853-80.2% | $4,593-79.1% | $4,194-77.1% |
| Participant deferral / active EE | $14,400 | $8,237+74.8% | $7,906+82.1% | $6,396+125.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |