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 | $143,528 | $135,956+5.6% | $123,894+15.8% | $273,972-47.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,283 | $5,170+40.9% | $4,617+57.7% | $4,869+49.6% |
| Participant deferral / active EE | $10,933 | $6,343+72.4% | $5,984+82.7% | $5,287+106.8% |
| Admin fee / account holder | $80 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |