Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $153,420 | $180,028-14.8% | $138,135+11.1% | $158,950-3.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.96% | 21.68%-10.7pp | 20.51%-9.6pp | 302.91%-292.0pp |
| Employer contribution / active EE | $2,719 | $7,470-63.6% | $5,587-51.3% | $4,762-42.9% |
| Participant deferral / active EE | $4,495 | $7,717-41.8% | $6,431-30.1% | $5,983-24.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,248-100.0% |