Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $120,244 | $156,398-23.1% | $147,318-18.4% | $138,895-13.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.26% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $16,435 | $4,853+238.6% | $4,593+257.8% | $4,194+291.8% |
| Participant deferral / active EE | $11,307 | $8,237+37.3% | $7,906+43.0% | $6,396+76.8% |
| Admin fee / account holder | $156 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |