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 | $172,721 | $201,372-14.2% | $184,260-6.3% | $145,884+18.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.29% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.6pp |
| Employer contribution / active EE | $4,145 | $7,024-41.0% | $6,427-35.5% | $4,662-11.1% |
| Participant deferral / active EE | $11,525 | $9,808+17.5% | $9,133+26.2% | $6,690+72.3% |
| Admin fee / account holder | $92 | $16,362-99.4% | $13,898-99.3% | $13,392-99.3% |