Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,435 | $114,119-12.0% | $107,187-6.3% | $138,895-27.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 18.56% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,288 | $4,059+5.6% | $3,782+13.4% | $4,194+2.2% |
| Participant deferral / active EE | $10,072 | $5,538+81.9% | $5,096+97.6% | $6,396+57.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |