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 | $132,912 | $135,956-2.2% | $123,894+7.3% | $273,972-51.5% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 10.11% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,119 | $5,170-59.0% | $4,617-54.1% | $4,869-56.5% |
| Participant deferral / active EE | $7,981 | $6,343+25.8% | $5,984+33.4% | $5,287+51.0% |
| Admin fee / account holder | $98 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |