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 | $146,766 | $140,592+4.4% | $123,105+19.2% | $125,389+17.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.39% | 16.80%-16.4pp | 13.22%-12.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $13,047 | $6,041+116.0% | $5,151+153.3% | $4,866+168.1% |
| Participant deferral / active EE | $8,136 | $6,980+16.6% | $6,229+30.6% | $5,352+52.0% |
| Admin fee / account holder | $273 | $11,198-97.6% | $9,014-97.0% | $9,541-97.1% |