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 | $182,247 | $181,896+0.2% | $156,551+16.4% | $273,972-33.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.47% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $6,002 | $6,248-3.9% | $5,501+9.1% | $4,869+23.3% |
| Participant deferral / active EE | $3,736 | $5,550-32.7% | $4,871-23.3% | $5,287-29.3% |
| Admin fee / account holder | $24 | $15,560-99.8% | $13,028-99.8% | $10,133-99.8% |