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 | $133,367 | $114,712+16.3% | $173,730-23.2% | $87,485+52.4% |
| Participation rate | 84.0% | 73.0%+11.0pp | 79.6%+4.4pp | 68.9%+15.1pp |
| Annual return | 13.43% | 20.18%-6.8pp | 19.96%-6.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $4,110 | $2,904+41.5% | $4,577-10.2% | $2,596+58.3% |
| Participant deferral / active EE | $11,539 | $4,642+148.6% | $6,326+82.4% | $4,274+170.0% |
| Admin fee / account holder | $283 | $10,210-97.2% | $17,523-98.4% | $7,775-96.4% |