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 | $150,952 | $215,361-29.9% | $171,082-11.8% | $273,972-44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.35% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $5,893 | $4,967+18.6% | $4,002+47.3% | $4,869+21.0% |
| Participant deferral / active EE | $7,004 | $5,543+26.4% | $4,797+46.0% | $5,287+32.5% |
| Admin fee / account holder | $39 | $10,846-99.6% | $8,520-99.5% | $10,133-99.6% |