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 | $104,888 | $108,882-3.7% | $96,754+8.4% | $154,746-32.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 17.98% | 98.39%-80.4pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,853 | $3,018-38.6% | $2,679-30.9% | $4,379-57.7% |
| Participant deferral / active EE | $2,238 | $5,323-58.0% | $4,758-53.0% | $6,730-66.8% |
| Admin fee / account holder | $30 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |