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 | $103,690 | $98,240+5.5% | $82,312+26.0% | $147,586-29.7% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 13.48% | 30.85%-17.4pp | 25.88%-12.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $6,188 | $3,192+93.9% | $2,428+154.8% | $4,876+26.9% |
| Participant deferral / active EE | $3,685 | $4,383-15.9% | $3,706-0.6% | $5,439-32.3% |
| Admin fee / account holder | $273 | $8,563-96.8% | $5,608-95.1% | $10,886-97.5% |