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 | $165,035 | $111,814+47.6% | $103,378+59.6% | $145,978+13.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 31.02% | 24.80%+6.2pp | 24.91%+6.1pp | 550.52%-519.5pp |
| Employer contribution / active EE | $3,005 | $4,215-28.7% | $3,870-22.4% | $4,662-35.5% |
| Participant deferral / active EE | $10,572 | $5,618+88.2% | $5,058+109.0% | $6,690+58.0% |
| Admin fee / account holder | $15 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |