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 | $108,730 | $154,228-29.5% | $145,433-25.2% | $137,256-20.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,621 | $4,804-66.3% | $4,554-64.4% | $4,156-61.0% |
| Participant deferral / active EE | $5,048 | $8,216-38.6% | $7,897-36.1% | $6,407-21.2% |
| Admin fee / account holder | $284 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |