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 | $112,869 | $181,896-37.9% | $156,551-27.9% | $273,972-58.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 11.29% | 30.74%-19.5pp | 32.23%-20.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $3,100 | $6,248-50.4% | $5,501-43.6% | $4,869-36.3% |
| Participant deferral / active EE | $8,649 | $5,550+55.8% | $4,871+77.6% | $5,287+63.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |