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 | $71,326 | $153,774-53.6% | $133,979-46.8% | $273,970-74.0% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 6.67% | 36.51%-29.8pp | 29.30%-22.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,455 | $6,029-42.7% | $5,211-33.7% | $4,869-29.0% |
| Participant deferral / active EE | $8,014 | $6,958+15.2% | $6,282+27.6% | $5,287+51.6% |
| Admin fee / account holder | $206 | $11,765-98.3% | $9,324-97.8% | $10,132-98.0% |