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 | $134,067 | $181,062-26.0% | $158,223-15.3% | $155,188-13.6% |
| Participation rate | 87.0% | 82.7%+4.3pp | 79.2%+7.8pp | 80.8%+6.2pp |
| Annual return | 12.17% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,051 | $4,565-55.1% | $4,109-50.1% | $4,248-51.7% |
| Participant deferral / active EE | $3,090 | $6,134-49.6% | $5,467-43.5% | $6,531-52.7% |
| Admin fee / account holder | $16 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |