Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,964 | $63,861+65.9% | $104,625+1.3% | $79,852+32.7% |
| Participation rate | 73.1% | 64.9%+8.2pp | 74.1%-1.0pp | 69.6%+3.4pp |
| Annual return | 19.55% | 21.30%-1.7pp | 340.60%-321.0pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,852 | $1,588+16.6% | $2,681-30.9% | $2,471-25.1% |
| Participant deferral / active EE | $4,057 | $2,693+50.6% | $3,738+8.5% | $3,740+8.5% |
| Admin fee / account holder | $20 | $4,185-99.5% | $6,465-99.7% | $5,306-99.6% |