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 | $158,377 | $162,136-2.3% | $152,301+4.0% | $154,746+2.3% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 23.58% | 91.02%-67.4pp | 80.50%-56.9pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,815 | $4,890-42.4% | $4,624-39.1% | $4,379-35.7% |
| Participant deferral / active EE | $8,637 | $8,341+3.5% | $8,004+7.9% | $6,730+28.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |