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 | $134,256 | $135,956-1.3% | $123,894+8.4% | $273,972-51.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,197 | $5,170-38.2% | $4,617-30.8% | $4,869-34.3% |
| Participant deferral / active EE | $12,111 | $6,343+90.9% | $5,984+102.4% | $5,287+129.1% |
| Admin fee / account holder | $238 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |