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 | $149,330 | $172,111-13.2% | $150,298-0.6% | $137,256+8.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,099 | $4,636-33.2% | $4,154-25.4% | $4,156-25.4% |
| Participant deferral / active EE | $6,285 | $6,166+1.9% | $5,453+15.3% | $6,407-1.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |