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 | $140,247 | $118,496+18.4% | $98,461+42.4% | $139,466+0.6% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 16.45% | 18.96%-2.5pp | 21.17%-4.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,360 | $5,393-19.2% | $4,738-8.0% | $6,712-35.0% |
| Admin fee / account holder | $233 | $14,056-98.3% | $8,961-97.4% | $11,409-98.0% |