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 | $100,860 | $174,379-42.2% | $152,093-33.7% | $138,895-27.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.58% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,081 | $4,652-12.3% | $4,175-2.2% | $4,194-2.7% |
| Participant deferral / active EE | $5,518 | $6,159-10.4% | $5,451+1.2% | $6,396-13.7% |
| Admin fee / account holder | $56 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |