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 | $112,286 | $181,896-38.3% | $156,551-28.3% | $273,972-59.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.23% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $8,065 | $6,248+29.1% | $5,501+46.6% | $4,869+65.7% |
| Participant deferral / active EE | $4,549 | $5,550-18.0% | $4,871-6.6% | $5,287-14.0% |
| Admin fee / account holder | $214 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |