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 | $45,864 | $181,896-74.8% | $156,551-70.7% | $273,972-83.3% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 42.14% | 30.74%+11.4pp | 32.23%+9.9pp | 41.46%+0.7pp |
| Employer contribution / active EE | $8,802 | $6,248+40.9% | $5,501+60.0% | $4,869+80.8% |
| Participant deferral / active EE | $4,598 | $5,550-17.1% | $4,871-5.6% | $5,287-13.0% |
| Admin fee / account holder | $203 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |