Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,314 | $155,555-44.5% | $146,866-41.2% | $155,188-44.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.88% | 115.41%-95.5pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $3,301 | $4,647-29.0% | $4,425-25.4% | $4,248-22.3% |
| Participant deferral / active EE | $10,938 | $8,044+36.0% | $7,759+41.0% | $6,531+67.5% |
| Admin fee / account holder | $155 | $14,755-98.9% | $13,620-98.9% | $14,480-98.9% |