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 | $109,976 | $110,410-0.4% | $102,437+7.4% | $145,897-24.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.73% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $14,789 | $4,217+250.7% | $3,871+282.1% | $4,663+217.2% |
| Participant deferral / active EE | $3,037 | $5,622-46.0% | $5,060-40.0% | $6,689-54.6% |
| Admin fee / account holder | $1 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |