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 | $134,163 | $83,337+61.0% | $67,834+97.8% | $273,972-51.0% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 8.43% | 259.45%-251.0pp | 138.47%-130.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,597 | $3,287+9.4% | $2,403+49.7% | $4,869-26.1% |
| Participant deferral / active EE | $7,025 | $4,088+71.8% | $3,160+122.3% | $5,287+32.9% |
| Admin fee / account holder | $21 | $6,752-99.7% | $4,622-99.5% | $10,133-99.8% |