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 | $85,177 | $99,345-14.3% | $84,753+0.5% | $273,972-68.9% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 4.36% | 22.93%-18.6pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $6,253 | $4,214+48.4% | $3,574+74.9% | $4,869+28.4% |
| Participant deferral / active EE | $5,534 | $4,270+29.6% | $3,712+49.1% | $5,287+4.7% |
| Admin fee / account holder | $7 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |