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 | $72,746 | $135,956-46.5% | $123,894-41.3% | $273,972-73.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $10,087 | $5,170+95.1% | $4,617+118.5% | $4,869+107.2% |
| Participant deferral / active EE | $4,465 | $6,343-29.6% | $5,984-25.4% | $5,287-15.6% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,133-100.0% |