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 | $119,652 | $88,583+35.1% | $88,497+35.2% | $273,972-56.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.34% | 5.68%-0.3pp | 7.63%-2.3pp | 41.46%-36.1pp |
| Employer contribution / active EE | $13,698 | $4,502+204.2% | $4,036+239.4% | $4,869+181.3% |
| Participant deferral / active EE | $11,775 | $4,891+140.7% | $4,899+140.3% | $5,287+122.7% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |