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 | $72,166 | $181,062-60.1% | $158,223-54.4% | $155,188-53.5% |
| Participation rate | 84.2% | 82.7%+1.6pp | 79.2%+5.0pp | 80.8%+3.4pp |
| Annual return | 19.00% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,981 | $4,565-56.6% | $4,109-51.8% | $4,248-53.4% |
| Participant deferral / active EE | $4,417 | $6,134-28.0% | $5,467-19.2% | $6,531-32.4% |
| Admin fee / account holder | $225 | $18,825-98.8% | $16,047-98.6% | $14,480-98.4% |