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 | $149,978 | $135,956+10.3% | $123,894+21.1% | $273,972-45.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.63% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $18,768 | $5,170+263.0% | $4,617+306.5% | $4,869+285.5% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |