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 | $79,724 | $93,617-14.8% | $135,982-41.4% | $75,177+6.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 19.08% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.7pp |
| Employer contribution / active EE | $6,942 | $3,538+96.2% | $4,859+42.9% | $2,671+159.9% |
| Participant deferral / active EE | $6,432 | $6,406+0.4% | $7,760-17.1% | $4,126+55.9% |
| Admin fee / account holder | $24 | $6,980-99.7% | $10,767-99.8% | $5,651-99.6% |