Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $150,566 | $155,555-3.2% | $146,866+2.5% | $155,188-3.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 18.47% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $6,093 | $4,647+31.1% | $4,425+37.7% | $4,248+43.4% |
| Participant deferral / active EE | $17,181 | $8,044+113.6% | $7,759+121.4% | $6,531+163.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |