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 | $134,056 | $112,729+18.9% | $98,716+35.8% | $137,256-2.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.78% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,152 | $2,725-21.0% | $2,279-5.6% | $4,156-48.2% |
| Participant deferral / active EE | $5,245 | $4,640+13.0% | $4,048+29.6% | $6,407-18.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |