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 | $147,884 | $116,203+27.3% | $93,621+58.0% | $152,897-3.3% |
| Participation rate | 94.1% | 78.1%+16.1pp | 75.8%+18.3pp | 82.5%+11.7pp |
| Annual return | 23.15% | 35.96%-12.8pp | 32.76%-9.6pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,347 | $3,219-58.2% | $2,719-50.5% | $4,764-71.7% |
| Participant deferral / active EE | $4,028 | $4,605-12.5% | $4,070-1.0% | $5,851-31.2% |
| Admin fee / account holder | $242 | $10,751-97.7% | $7,890-96.9% | $11,599-97.9% |