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 | $124,642 | $165,399-24.6% | $149,745-16.8% | $158,982-21.6% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 13.81% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $4,926 | $5,105-3.5% | $4,646+6.0% | $4,763+3.4% |
| Participant deferral / active EE | $10,950 | $7,183+52.5% | $6,843+60.0% | $5,983+83.0% |
| Admin fee / account holder | $160 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |