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 | $130,151 | $162,136-19.7% | $152,301-14.5% | $154,746-15.9% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 14.46% | 91.02%-76.6pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,314 | $4,890-52.7% | $4,624-50.0% | $4,379-47.2% |
| Participant deferral / active EE | $13,261 | $8,341+59.0% | $8,004+65.7% | $6,730+97.0% |
| Admin fee / account holder | $137 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |