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 | $159,565 | $113,338+40.8% | $94,993+68.0% | $147,585+8.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 7.79% | 20.80%-13.0pp | 27.14%-19.4pp | 578.58%-570.8pp |
| Employer contribution / active EE | $3,439 | $3,160+8.8% | $2,603+32.1% | $4,876-29.5% |
| Participant deferral / active EE | $7,107 | $3,777+88.2% | $3,317+114.3% | $5,439+30.7% |
| Admin fee / account holder | $158 | $6,063-97.4% | $4,960-96.8% | $10,886-98.5% |