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 | $111,050 | $201,372-44.9% | $184,260-39.7% | $145,884-23.9% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 11.69% | 29.04%-17.3pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,703 | $7,024-47.3% | $6,427-42.4% | $4,662-20.6% |
| Participant deferral / active EE | $12,989 | $9,808+32.4% | $9,133+42.2% | $6,690+94.2% |
| Admin fee / account holder | $241 | $16,362-98.5% | $13,898-98.3% | $13,392-98.2% |