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 | $137,503 | $103,387+33.0% | $87,102+57.9% | $152,885-10.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 17.54% | 28.10%-10.6pp | 28.19%-10.7pp | 345.39%-327.9pp |
| Employer contribution / active EE | $3,039 | $3,221-5.7% | $2,521+20.5% | $4,763-36.2% |
| Participant deferral / active EE | $6,750 | $4,778+41.3% | $4,048+66.7% | $5,851+15.4% |
| Admin fee / account holder | -$44 | $12,193-100.4% | $7,491-100.6% | $11,598-100.4% |