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 | $133,941 | $124,346+7.7% | $111,308+20.3% | $167,536-20.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.04% | 37.45%-27.4pp | 54.67%-44.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $2,818 | $3,437-18.0% | $2,732+3.2% | $4,839-41.8% |
| Participant deferral / active EE | $2,809 | $5,182-45.8% | $4,487-37.4% | $6,342-55.7% |
| Admin fee / account holder | $14 | $10,621-99.9% | $7,965-99.8% | $12,315-99.9% |