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 | $178,999 | $107,666+66.3% | $102,184+75.2% | $154,746+15.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.54% | 29.33%-10.8pp | 31.58%-13.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $5,306 | $3,846+37.9% | $3,594+47.6% | $4,379+21.2% |
| Participant deferral / active EE | $10,580 | $8,719+21.3% | $8,309+27.3% | $6,730+57.2% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |