Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $171,393 | $154,228+11.1% | $145,433+17.9% | $137,256+24.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.53% | 74.59%-53.1pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,507 | $4,804-47.8% | $4,554-45.0% | $4,156-39.7% |
| Participant deferral / active EE | $13,852 | $8,216+68.6% | $7,897+75.4% | $6,407+116.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |