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 | $123,915 | $148,623-16.6% | $135,974-8.9% | $139,466-11.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.90% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,736 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $6,234 | $8,103-23.1% | $7,760-19.7% | $6,712-7.1% |
| Admin fee / account holder | $129 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |