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 | $92,985 | $81,504+14.1% | $102,437-9.2% | $80,959+14.9% |
| Participation rate | 92.5% | 66.9%+25.6pp | 74.5%+18.0pp | 67.7%+24.8pp |
| Annual return | 17.47% | 25.60%-8.1pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $5,196 | $3,104+67.4% | $3,871+34.2% | $2,757+88.4% |
| Participant deferral / active EE | $11,507 | $3,871+197.3% | $5,060+127.4% | $4,300+167.6% |
| Admin fee / account holder | $285 | $6,719-95.8% | $8,388-96.6% | $6,925-95.9% |