Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $101,237 | $182,442-44.5% | $163,379-38.0% | $138,895-27.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 25.85% | 72.74%-46.9pp | 63.41%-37.6pp | 145.39%-119.5pp |
| Employer contribution / active EE | $13,768 | $4,159+231.0% | $3,752+266.9% | $4,194+228.3% |
| Participant deferral / active EE | $18,210 | $6,817+167.1% | $6,282+189.9% | $6,396+184.7% |
| Admin fee / account holder | $67 | $10,396-99.4% | $9,818-99.3% | $12,562-99.5% |