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 | $142,773 | $115,866+23.2% | $65,328+118.5% | $139,456+2.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 10.34% | 31.21%-20.9pp | 47.39%-37.1pp | 373.45%-363.1pp |
| Employer contribution / active EE | $1,895 | $2,600-27.1% | $1,692+12.0% | $4,753-60.1% |
| Participant deferral / active EE | $2,747 | $4,242-35.2% | $2,832-3.0% | $6,711-59.1% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |