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 | $112,260 | $99,994+12.3% | $146,643-23.4% | $85,847+30.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.47% | 18.93%-2.5pp | 22.75%-6.3pp | 318.61%-302.1pp |
| Employer contribution / active EE | $4,286 | $2,559+67.5% | $4,137+3.6% | $2,565+67.1% |
| Participant deferral / active EE | $5,410 | $4,006+35.0% | $5,506-1.7% | $3,952+36.9% |
| Admin fee / account holder | $2 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |