Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $154,277 | $174,379-11.5% | $152,093+1.4% | $138,895+11.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.80% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $11,932 | $4,652+156.5% | $4,175+185.8% | $4,194+184.5% |
| Participant deferral / active EE | $5,608 | $6,159-8.9% | $5,451+2.9% | $6,396-12.3% |
| Admin fee / account holder | $90 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |