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 | $141,335 | $98,776+43.1% | $149,745-5.6% | $79,856+77.0% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 18.29% | 27.38%-9.1pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,717 | $3,217-15.5% | $4,646-41.5% | $2,471+10.0% |
| Participant deferral / active EE | $11,082 | $5,681+95.1% | $6,843+61.9% | $3,741+196.3% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,312-99.9% | $5,306-99.7% |