Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,148 | $174,379-50.0% | $152,093-42.7% | $138,895-37.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 21.03% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $6,534 | $4,652+40.5% | $4,175+56.5% | $4,194+55.8% |
| Participant deferral / active EE | $5,063 | $6,159-17.8% | $5,451-7.1% | $6,396-20.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |