Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,712 | $112,729-10.7% | $98,716+2.0% | $137,256-26.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 27.77% | 38.48%-10.7pp | 31.81%-4.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $5,196 | $2,725+90.7% | $2,279+128.0% | $4,156+25.0% |
| Participant deferral / active EE | $9,222 | $4,640+98.7% | $4,048+127.8% | $6,407+43.9% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |