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 | $180,474 | $135,956+32.7% | $123,894+45.7% | $273,972-34.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $848 | $5,170-83.6% | $4,617-81.6% | $4,869-82.6% |
| Participant deferral / active EE | $6,272 | $6,343-1.1% | $5,984+4.8% | $5,287+18.6% |
| Admin fee / account holder | $124 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |