Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $117,861 | $111,535+5.7% | $105,223+12.0% | $137,256-14.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 24.16% | 237.85%-213.7pp | 180.65%-156.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $2,449 | $3,939-37.8% | $3,689-33.6% | $4,156-41.1% |
| Participant deferral / active EE | $5,883 | $5,500+7.0% | $5,072+16.0% | $6,407-8.2% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |