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 | $87,432 | $106,749-18.1% | $145,433-39.9% | $82,448+6.0% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 20.76% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,593 | $3,444+4.3% | $4,554-21.1% | $2,551+40.9% |
| Participant deferral / active EE | $8,604 | $6,519+32.0% | $7,897+9.0% | $4,139+107.9% |
| Admin fee / account holder | $203 | $8,390-97.6% | $13,129-98.5% | $7,234-97.2% |