Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $108,685 | $126,661-14.2% | $113,397-4.2% | $138,895-21.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 16.33% | 25.05%-8.7pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,989 | $3,456-13.5% | $2,977+0.4% | $4,194-28.7% |
| Participant deferral / active EE | $9,429 | $5,693+65.6% | $5,076+85.7% | $6,396+47.4% |
| Admin fee / account holder | $68 | $14,549-99.5% | $11,957-99.4% | $12,562-99.5% |