Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $138,604 | $156,398-11.4% | $147,318-5.9% | $138,895-0.2% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 18.65% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $6,061 | $4,853+24.9% | $4,593+32.0% | $4,194+44.5% |
| Participant deferral / active EE | $15,818 | $8,237+92.0% | $7,906+100.1% | $6,396+147.3% |
| Admin fee / account holder | $270 | $14,976-98.2% | $13,708-98.0% | $12,562-97.9% |