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 | $104,367 | $93,617+11.5% | $135,982-23.2% | $75,177+38.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.36% | 30.89%-12.5pp | 68.32%-50.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $4,329 | $3,538+22.3% | $4,859-10.9% | $2,671+62.1% |
| Participant deferral / active EE | $7,285 | $6,406+13.7% | $7,760-6.1% | $4,126+76.5% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |