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 | $127,365 | $192,829-33.9% | $142,516-10.6% | $139,466-8.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.82% | 17.99%-8.2pp | 19.99%-10.2pp | 373.66%-363.8pp |
| Employer contribution / active EE | $23,028 | $5,808+296.5% | $4,849+374.9% | $4,754+384.4% |
| Participant deferral / active EE | $23,570 | $7,200+227.4% | $6,280+275.3% | $6,712+251.2% |
| Admin fee / account holder | $46 | $15,120-99.7% | $10,008-99.5% | $11,409-99.6% |