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 | $130,708 | $174,379-25.0% | $152,093-14.1% | $138,895-5.9% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 24.42% | 74.86%-50.4pp | 66.36%-41.9pp | 145.39%-121.0pp |
| Employer contribution / active EE | $2,247 | $4,652-51.7% | $4,175-46.2% | $4,194-46.4% |
| Participant deferral / active EE | $10,031 | $6,159+62.9% | $5,451+84.0% | $6,396+56.8% |
| Admin fee / account holder | $6 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |