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 | $143,078 | $136,307+5.0% | $106,619+34.2% | $273,972-47.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.21% | 11.05%-5.8pp | 9.42%-4.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,044 | $5,190-22.1% | $3,947+2.5% | $4,869-16.9% |
| Participant deferral / active EE | $11,594 | $4,969+133.3% | $3,930+195.0% | $5,287+119.3% |
| Admin fee / account holder | $31 | $8,625-99.6% | $6,418-99.5% | $10,133-99.7% |