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 | $87,129 | $117,895-26.1% | $102,460-15.0% | $145,897-40.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 32.80% | 31.92%+0.9pp | 29.47%+3.3pp | 552.29%-519.5pp |
| Employer contribution / active EE | $2,540 | $3,619-29.8% | $3,025-16.0% | $4,663-45.5% |
| Participant deferral / active EE | $8,546 | $5,736+49.0% | $5,056+69.0% | $6,689+27.8% |
| Admin fee / account holder | $11 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |