Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $164,933 | $182,442-9.6% | $163,379+1.0% | $138,895+18.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 15.58% | 72.74%-57.2pp | 63.41%-47.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $8,960 | $4,159+115.4% | $3,752+138.8% | $4,194+113.6% |
| Participant deferral / active EE | $14,114 | $6,817+107.0% | $6,282+124.7% | $6,396+120.7% |
| Admin fee / account holder | $291 | $10,396-97.2% | $9,818-97.0% | $12,562-97.7% |