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 | $124,980+7.3% | $108,359+23.7% | $154,746-13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.78% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,152 | $2,851-24.5% | $2,399-10.3% | $4,379-50.9% |
| Participant deferral / active EE | $5,245 | $4,743+10.6% | $4,137+26.8% | $6,730-22.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |