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 | $133,331 | $181,896-26.7% | $156,551-14.8% | $273,972-51.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.86% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,348 | $6,248-46.4% | $5,501-39.1% | $4,869-31.2% |
| Participant deferral / active EE | $5,333 | $5,550-3.9% | $4,871+9.5% | $5,287+0.9% |
| Admin fee / account holder | $297 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |