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 | $148,429 | $103,387+43.6% | $87,102+70.4% | $152,885-2.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 25.66% | 28.10%-2.4pp | 28.19%-2.5pp | 345.39%-319.7pp |
| Employer contribution / active EE | $2,182 | $3,221-32.3% | $2,521-13.5% | $4,763-54.2% |
| Participant deferral / active EE | $4,821 | $4,778+0.9% | $4,048+19.1% | $5,851-17.6% |
| Admin fee / account holder | $76 | $12,193-99.4% | $7,491-99.0% | $11,598-99.3% |