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 | $180,529 | $138,312+30.5% | $122,979+46.8% | $155,188+16.3% |
| Participation rate | 87.0% | 80.2%+6.8pp | 77.2%+9.8pp | 80.8%+6.2pp |
| Annual return | 16.56% | 22.06%-5.5pp | 20.12%-3.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,304 | $3,530-6.4% | $3,062+7.9% | $4,248-22.2% |
| Participant deferral / active EE | $8,741 | $5,592+56.3% | $5,003+74.7% | $6,531+33.8% |
| Admin fee / account holder | $271 | $15,089-98.2% | $12,864-97.9% | $14,480-98.1% |