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 | $100,281 | $212,386-52.8% | $199,883-49.8% | $138,895-27.8% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 24.27% | 47.75%-23.5pp | 43.81%-19.5pp | 145.39%-121.1pp |
| Employer contribution / active EE | $6,716 | $6,625+1.4% | $6,261+7.3% | $4,194+60.1% |
| Participant deferral / active EE | $15,459 | $9,617+60.7% | $9,138+69.2% | $6,396+141.7% |
| Admin fee / account holder | $40 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |