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 | $139,525 | $157,829-11.6% | $136,867+1.9% | $198,609-29.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.13% | 51.25%-40.1pp | 42.97%-31.8pp | 202.70%-191.6pp |
| Employer contribution / active EE | $5,176 | $3,923+32.0% | $3,547+45.9% | $5,055+2.4% |
| Participant deferral / active EE | $12,833 | $5,463+134.9% | $4,924+160.6% | $6,977+83.9% |
| Admin fee / account holder | $199 | $11,107-98.2% | $10,340-98.1% | $19,030-99.0% |