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 | $175,594 | $174,379+0.7% | $152,093+15.5% | $138,895+26.4% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.8%+6.4pp | 79.9%+4.3pp |
| Annual return | 22.45% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,728 | $4,652-41.4% | $4,175-34.7% | $4,194-35.0% |
| Participant deferral / active EE | $5,729 | $6,159-7.0% | $5,451+5.1% | $6,396-10.4% |
| Admin fee / account holder | $3 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |