Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $143,342 | $100,970+42.0% | $96,576+48.4% | $137,256+4.4% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 14.76% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,827 | $3,809+0.5% | $3,553+7.7% | $4,156-7.9% |
| Participant deferral / active EE | $20,121 | $8,286+142.8% | $7,956+152.9% | $6,407+214.1% |
| Admin fee / account holder | $260 | $11,312-97.7% | $11,381-97.7% | $12,270-97.9% |