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 | $121,364 | $103,392+17.4% | $87,104+39.3% | $152,897-20.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 21.94% | 28.10%-6.2pp | 28.19%-6.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,190 | $3,221-63.1% | $2,521-52.8% | $4,764-75.0% |
| Participant deferral / active EE | $3,153 | $4,778-34.0% | $4,048-22.1% | $5,851-46.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |