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 | $116,329 | $77,920+49.3% | $149,723-22.3% | $75,177+54.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.33% | 31.72%-15.4pp | 134.50%-118.2pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,581 | $3,138-49.6% | $4,821-67.2% | $2,671-40.8% |
| Participant deferral / active EE | $5,884 | $3,411+72.5% | $5,682+3.5% | $4,126+42.6% |
| Admin fee / account holder | $218 | $5,951-96.3% | $13,215-98.4% | $5,651-96.1% |