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 | $157,178 | $131,835+19.2% | $108,582+44.8% | $273,972-42.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 5.60% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,880 | $4,913+40.0% | $3,758+83.0% | $4,869+41.3% |
| Participant deferral / active EE | $5,455 | $5,127+6.4% | $4,311+26.5% | $5,287+3.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |