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 | $80,783 | $87,834-8.0% | $133,975-39.7% | $62,881+28.5% |
| Participation rate | 98.0% | 83.4%+14.6pp | 87.1%+10.9pp | 69.3%+28.7pp |
| Annual return | 20.49% | 12.05%+8.4pp | 29.29%-8.8pp | 20.14%+0.3pp |
| Employer contribution / active EE | $3,958 | $3,482+13.6% | $5,211-24.1% | $2,281+73.5% |
| Participant deferral / active EE | $9,034 | $4,812+87.8% | $6,282+43.8% | $3,203+182.0% |
| Admin fee / account holder | $101 | $5,372-98.1% | $9,324-98.9% | $4,296-97.6% |