Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,874 | $111,814+10.8% | $103,378+19.8% | $145,978-15.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.68% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $10,192 | $4,215+141.8% | $3,870+163.3% | $4,662+118.6% |
| Participant deferral / active EE | $6,141 | $5,618+9.3% | $5,058+21.4% | $6,690-8.2% |
| Admin fee / account holder | $42 | $9,764-99.6% | $8,401-99.5% | $13,400-99.7% |