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 | $135,122 | $124,425+8.6% | $112,040+20.6% | $137,256-1.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.07% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,182 | $3,411-36.0% | $2,954-26.1% | $4,156-47.5% |
| Participant deferral / active EE | $2,057 | $5,718-64.0% | $5,098-59.6% | $6,407-67.9% |
| Admin fee / account holder | $170 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |