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 | $129,514 | $100,970+28.3% | $96,576+34.1% | $137,256-5.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.10% | 38.16%-12.1pp | 38.47%-12.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $22,620 | $3,809+493.8% | $3,553+536.6% | $4,156+444.3% |
| Participant deferral / active EE | $5,720 | $8,286-31.0% | $7,956-28.1% | $6,407-10.7% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |