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 | $116,941 | $182,442-35.9% | $163,379-28.4% | $138,895-15.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.91% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $6,222 | $4,159+49.6% | $3,752+65.8% | $4,194+48.3% |
| Participant deferral / active EE | $12,835 | $6,817+88.3% | $6,282+104.3% | $6,396+100.7% |
| Admin fee / account holder | $251 | $10,396-97.6% | $9,818-97.4% | $12,562-98.0% |