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 | $92,141 | $100,970-8.7% | $96,576-4.6% | $137,256-32.9% |
| Participation rate | 78.3% | 82.6%-4.4pp | 81.4%-3.2pp | 80.0%-1.7pp |
| Annual return | 19.92% | 38.16%-18.2pp | 38.47%-18.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,293 | $3,809-39.8% | $3,553-35.5% | $4,156-44.8% |
| Participant deferral / active EE | $8,515 | $8,286+2.8% | $7,956+7.0% | $6,407+32.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |