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 | $111,814-1.6% | $103,374+6.4% | $145,959-24.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.73% | 24.77%-9.0pp | 24.89%-9.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $14,789 | $4,214+251.0% | $3,869+282.2% | $4,661+217.3% |
| Participant deferral / active EE | $3,037 | $5,618-45.9% | $5,058-39.9% | $6,689-54.6% |
| Admin fee / account holder | $1 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |