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 | $183,843 | $136,860+34.3% | $120,344+52.8% | $154,746+18.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.40% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,699 | $3,533+33.0% | $3,020+55.6% | $4,379+7.3% |
| Participant deferral / active EE | $12,095 | $5,793+108.8% | $5,135+135.5% | $6,730+79.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |