Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $122,451 | $275,752-55.6% | $256,809-52.3% | $198,609-38.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 26.93% | 34.81%-7.9pp | 32.73%-5.8pp | 202.70%-175.8pp |
| Employer contribution / active EE | $5,655 | $7,721-26.8% | $7,263-22.1% | $5,055+11.9% |
| Participant deferral / active EE | $19,000 | $10,037+89.3% | $9,520+99.6% | $6,977+172.3% |
| Admin fee / account holder | $60 | $25,716-99.8% | $25,146-99.8% | $19,030-99.7% |