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 | $120,348 | $124,346-3.2% | $111,308+8.1% | $167,536-28.2% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 17.74% | 37.45%-19.7pp | 54.67%-36.9pp | 478.82%-461.1pp |
| Employer contribution / active EE | $3,033 | $3,437-11.8% | $2,732+11.0% | $4,839-37.3% |
| Participant deferral / active EE | $7,274 | $5,182+40.4% | $4,487+62.1% | $6,342+14.7% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |