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 | $155,441 | $118,488+31.2% | $98,462+57.9% | $139,487+11.4% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 27.20% | 18.96%+8.2pp | 21.17%+6.0pp | 373.84%-346.6pp |
| Employer contribution / active EE | $2,915 | $3,611-19.3% | $3,049-4.4% | $4,755-38.7% |
| Participant deferral / active EE | $7,252 | $5,393+34.5% | $4,738+53.0% | $6,713+8.0% |
| Admin fee / account holder | $68 | $13,868-99.5% | $8,875-99.2% | $11,407-99.4% |