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 | $105,613 | $87,059+21.3% | $105,6080% | $80,925+30.5% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.7%+22.7pp |
| Annual return | 50.91% | 17.05%+33.9pp | 116.50%-65.6pp | 35.65%+15.3pp |
| Employer contribution / active EE | $1,709 | $2,396-28.7% | $3,167-46.0% | $2,756-38.0% |
| Participant deferral / active EE | $3,681 | $3,986-7.6% | $5,010-26.5% | $4,299-14.4% |
| Admin fee / account holder | $96 | $8,443-98.9% | $11,028-99.1% | $6,940-98.6% |