Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $140,815 | $181,896-22.6% | $156,551-10.1% | $273,972-48.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.30% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $11,268 | $6,248+80.3% | $5,501+104.8% | $4,869+131.4% |
| Participant deferral / active EE | $10,290 | $5,550+85.4% | $4,871+111.2% | $5,287+94.6% |
| Admin fee / account holder | $15 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |