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 | $136,904 | $87,106+57.2% | $105,607+29.6% | $80,935+69.2% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.7%+17.5pp |
| Annual return | 12.00% | 17.01%-5.0pp | 116.11%-104.1pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,895 | $2,396+62.5% | $3,167+23.0% | $2,757+41.3% |
| Participant deferral / active EE | $8,658 | $3,986+117.2% | $5,011+72.8% | $4,299+101.4% |
| Admin fee / account holder | $162 | $8,447-98.1% | $10,958-98.5% | $6,924-97.7% |