Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $107,073 | $157,304-31.9% | $141,197-24.2% | $152,909-30.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 24.29% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $6,539 | $5,263+24.3% | $4,736+38.1% | $4,764+37.3% |
| Participant deferral / active EE | $10,979 | $7,111+54.4% | $6,710+63.6% | $5,851+87.6% |
| Admin fee / account holder | $223 | $12,126-98.2% | $10,265-97.8% | $11,601-98.1% |