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 | $159,513 | $215,361-25.9% | $171,082-6.8% | $273,972-41.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.90% | 25.14%-20.2pp | 32.56%-27.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,337 | $4,967-53.0% | $4,002-41.6% | $4,869-52.0% |
| Participant deferral / active EE | $4,373 | $5,543-21.1% | $4,797-8.8% | $5,287-17.3% |
| Admin fee / account holder | $118 | $10,846-98.9% | $8,520-98.6% | $10,133-98.8% |