Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $172,089 | $199,109-13.6% | $173,730-0.9% | $154,746+11.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.6%+2.2pp | 80.7%+1.1pp |
| Annual return | 13.38% | 20.02%-6.6pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $5,419 | $5,311+2.0% | $4,577+18.4% | $4,379+23.8% |
| Participant deferral / active EE | $9,774 | $7,113+37.4% | $6,326+54.5% | $6,730+45.2% |
| Admin fee / account holder | $83 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |