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 | $89,995 | $181,896-50.5% | $156,551-42.5% | $273,972-67.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.99% | 30.74%-19.8pp | 32.23%-21.2pp | 41.46%-30.5pp |
| Employer contribution / active EE | $18,131 | $6,248+190.2% | $5,501+229.6% | $4,869+272.4% |
| Participant deferral / active EE | $9,184 | $5,550+65.5% | $4,871+88.5% | $5,287+73.7% |
| Admin fee / account holder | $283 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |