Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,525 | $103,392+11.7% | $87,104+32.6% | $152,897-24.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 26.45% | 28.10%-1.6pp | 28.19%-1.7pp | 345.43%-319.0pp |
| Employer contribution / active EE | $990 | $3,221-69.3% | $2,521-60.7% | $4,764-79.2% |
| Participant deferral / active EE | $2,741 | $4,778-42.6% | $4,048-32.3% | $5,851-53.2% |
| Admin fee / account holder | $221 | $12,194-98.2% | $7,491-97.0% | $11,599-98.1% |