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 | $109,466 | $56,110+95.1% | $94,993+15.2% | $70,126+56.1% |
| Participation rate | 79.5% | 65.0%+14.5pp | 73.9%+5.6pp | 69.5%+9.9pp |
| Annual return | 21.38% | 51.02%-29.6pp | 27.14%-5.8pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,244 | $1,442-13.8% | $2,603-52.2% | $2,343-46.9% |
| Participant deferral / active EE | $5,675 | $2,391+137.3% | $3,317+71.1% | $3,332+70.3% |
| Admin fee / account holder | $56 | $3,456-98.4% | $4,960-98.9% | $4,645-98.8% |