Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $166,149 | $156,398+6.2% | $147,318+12.8% | $138,895+19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.10% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $4,688 | $4,853-3.4% | $4,593+2.1% | $4,194+11.8% |
| Participant deferral / active EE | $5,125 | $8,237-37.8% | $7,906-35.2% | $6,396-19.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |