Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $115,914 | $169,356-31.6% | $129,406-10.4% | $145,897-20.6% |
| Participation rate | 95.8% | 76.5%+19.3pp | 69.6%+26.2pp | 80.3%+15.5pp |
| Annual return | 13.08% | 14418.62%-14405.5pp | 9468.18%-9455.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $5,862 | $5,542+5.8% | $4,155+41.1% | $4,663+25.7% |
| Participant deferral / active EE | $8,480 | $4,987+70.1% | $4,167+103.5% | $6,689+26.8% |
| Admin fee / account holder | $211 | $9,915-97.9% | $7,689-97.3% | $13,390-98.4% |