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 | $124,454 | $152,592-18.4% | $125,180-0.6% | $152,885-18.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.84% | 54.84%-36.0pp | 43.79%-25.0pp | 345.39%-326.5pp |
| Employer contribution / active EE | $3,699 | $4,947-25.2% | $3,866-4.3% | $4,763-22.3% |
| Participant deferral / active EE | $10,220 | $5,868+74.2% | $4,937+107.0% | $5,851+74.7% |
| Admin fee / account holder | $92 | $13,435-99.3% | $9,703-99.0% | $11,598-99.2% |