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 | $108,994 | $118,869-8.3% | $96,575+12.9% | $167,518-34.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 9.99% | 50.49%-40.5pp | 37.79%-27.8pp | 478.71%-468.7pp |
| Employer contribution / active EE | $1,542 | $3,120-50.6% | $2,357-34.6% | $4,838-68.1% |
| Participant deferral / active EE | $7,156 | $4,616+55.0% | $3,849+85.9% | $6,342+12.8% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |