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 | $101,494 | $43,075+135.6% | $74,577+36.1% | $62,881+61.4% |
| Participation rate | 86.4% | 58.1%+28.3pp | 68.1%+18.3pp | 69.3%+17.1pp |
| Annual return | 8.67% | 17.50%-8.8pp | 20.47%-11.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,008 | $1,498+167.6% | $2,525+58.7% | $2,281+75.7% |
| Participant deferral / active EE | $6,316 | $2,389+164.3% | $3,458+82.6% | $3,203+97.2% |
| Admin fee / account holder | $2 | $2,840-99.9% | $4,138-100.0% | $4,296-100.0% |