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 | $183,936 | $183,516+0.2% | $155,534+18.3% | $145,884+26.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.40% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,856 | $5,315-65.1% | $4,675-60.3% | $4,662-60.2% |
| Participant deferral / active EE | $6,125 | $6,467-5.3% | $5,630+8.8% | $6,690-8.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |