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 | $154,667 | $181,896-15.0% | $156,551-1.2% | $273,972-43.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.11% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,627 | $6,248-58.0% | $5,501-52.2% | $4,869-46.0% |
| Participant deferral / active EE | $5,839 | $5,550+5.2% | $4,871+19.9% | $5,287+10.4% |
| Admin fee / account holder | $54 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |