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 | $109,803 | $181,896-39.6% | $156,551-29.9% | $273,972-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.76% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $7,362 | $6,248+17.8% | $5,501+33.8% | $4,869+51.2% |
| Participant deferral / active EE | $4,019 | $5,550-27.6% | $4,871-17.5% | $5,287-24.0% |
| Admin fee / account holder | $249 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |