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 | $184,121 | $96,558+90.7% | $80,977+127.4% | $273,972-32.8% |
| Participation rate | 94.4% | 79.1%+15.4pp | 75.8%+18.6pp | 83.0%+11.4pp |
| Annual return | 9.25% | 15.14%-5.9pp | 17.11%-7.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $4,350 | $4,869-10.7% | $3,715+17.1% | $4,869-10.7% |
| Participant deferral / active EE | $9,033 | $6,598+36.9% | $5,696+58.6% | $5,287+70.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |