Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $190,111 | $212,386-10.5% | $199,883-4.9% | $138,895+36.9% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 14.87% | 47.75%-32.9pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $14,936 | $6,625+125.5% | $6,261+138.5% | $4,194+256.1% |
| Participant deferral / active EE | $10,061 | $9,617+4.6% | $9,138+10.1% | $6,396+57.3% |
| Admin fee / account holder | $34 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |