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 | $153,052 | $153,769-0.5% | $133,975+14.2% | $273,972-44.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.18% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $5,212 | $6,029-13.5% | $5,2110% | $4,869+7.1% |
| Participant deferral / active EE | $6,916 | $6,958-0.6% | $6,282+10.1% | $5,287+30.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |