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 | $100,740 | $116,203-13.3% | $93,621+7.6% | $152,897-34.1% |
| Participation rate | 73.3% | 78.1%-4.7pp | 75.8%-2.5pp | 82.5%-9.1pp |
| Annual return | 27.33% | 35.96%-8.6pp | 32.76%-5.4pp | 345.43%-318.1pp |
| Employer contribution / active EE | $2,326 | $3,219-27.7% | $2,719-14.4% | $4,764-51.2% |
| Participant deferral / active EE | $8,939 | $4,605+94.1% | $4,070+119.7% | $5,851+52.8% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |