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 | $76,689 | $183,516-58.2% | $155,534-50.7% | $145,884-47.4% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 17.50% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $5,728 | $5,315+7.8% | $4,675+22.5% | $4,662+22.9% |
| Participant deferral / active EE | $5,286 | $6,467-18.3% | $5,630-6.1% | $6,690-21.0% |
| Admin fee / account holder | $37 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |