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 | $117,840 | $96,562+22.0% | $80,976+45.5% | $273,968-57.0% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 8.93% | 15.14%-6.2pp | 17.10%-8.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,523 | $4,868-68.7% | $3,714-59.0% | $4,869-68.7% |
| Participant deferral / active EE | $5,725 | $6,597-13.2% | $5,696+0.5% | $5,287+8.3% |
| Admin fee / account holder | $85 | $7,493-98.9% | $5,516-98.5% | $10,132-99.2% |