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 | $89,303 | $181,896-50.9% | $156,551-43.0% | $273,972-67.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.67% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,274 | $6,248-15.6% | $5,501-4.1% | $4,869+8.3% |
| Participant deferral / active EE | $6,992 | $5,550+26.0% | $4,871+43.5% | $5,287+32.2% |
| Admin fee / account holder | $98 | $15,560-99.4% | $13,028-99.2% | $10,133-99.0% |