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 | $105,582 | $165,381-36.2% | $149,730-29.5% | $158,966-33.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 11.66% | 348.29%-336.6pp | 276.70%-265.0pp | 302.95%-291.3pp |
| Employer contribution / active EE | $3,992 | $5,104-21.8% | $4,645-14.1% | $4,762-16.2% |
| Participant deferral / active EE | $9,133 | $7,182+27.2% | $6,843+33.5% | $5,983+52.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |