Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $143,088 | $115,225+24.2% | $100,712+42.1% | $138,895+3.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 18.34% | 40.35%-22.0pp | 33.27%-14.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,373 | $2,771-14.4% | $2,313+2.6% | $4,194-43.4% |
| Participant deferral / active EE | $16,540 | $4,699+252.0% | $4,085+304.9% | $6,396+158.6% |
| Admin fee / account holder | $160 | $10,844-98.5% | $9,256-98.3% | $12,562-98.7% |