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 | $74,426 | $73,988+0.6% | $96,538-22.9% | $75,177-1.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 19.78% | 26.73%-6.9pp | 35.74%-16.0pp | 160.75%-141.0pp |
| Employer contribution / active EE | $10,981 | $2,930+274.7% | $3,740+193.6% | $2,671+311.1% |
| Participant deferral / active EE | $3,743 | $3,660+2.3% | $4,880-23.3% | $4,126-9.3% |
| Admin fee / account holder | $83 | $5,220-98.4% | $6,737-98.8% | $5,651-98.5% |