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 | $209,505 | $124,425+68.4% | $112,040+87.0% | $137,256+52.6% |
| Participation rate | 70.8% | 79.3%-8.5pp | 76.5%-5.7pp | 80.0%-9.1pp |
| Annual return | 12.39% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,351 | $3,411-31.1% | $2,954-20.4% | $4,156-43.4% |
| Participant deferral / active EE | $4,402 | $5,718-23.0% | $5,098-13.7% | $6,407-31.3% |
| Admin fee / account holder | $4 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |