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 | $102,576 | $72,273+41.9% | $101,275+1.3% | $79,856+28.5% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 19.24% | 22.30%-3.1pp | 46.48%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $11,540 | $2,691+328.8% | $3,660+215.3% | $2,471+367.0% |
| Participant deferral / active EE | $5,050 | $3,282+53.9% | $4,371+15.5% | $3,741+35.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |