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 | $249,494 | $174,379+43.1% | $152,093+64.0% | $138,895+79.6% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 18.66% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $7,698 | $4,652+65.5% | $4,175+84.4% | $4,194+83.5% |
| Participant deferral / active EE | $6,510 | $6,159+5.7% | $5,451+19.4% | $6,396+1.8% |
| Admin fee / account holder | $113 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |