Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $107,485 | $108,882-1.3% | $96,754+11.1% | $154,746-30.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 17.95% | 98.39%-80.4pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $631 | $3,018-79.1% | $2,679-76.4% | $4,379-85.6% |
| Participant deferral / active EE | $15,500 | $5,323+191.2% | $4,758+225.8% | $6,730+130.3% |
| Admin fee / account holder | $65 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |