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 | $51,279 | $181,896-71.8% | $156,551-67.2% | $273,972-81.3% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 5.28% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $8,123 | $6,248+30.0% | $5,501+47.6% | $4,869+66.8% |
| Participant deferral / active EE | $5,411 | $5,550-2.5% | $4,871+11.1% | $5,287+2.3% |
| Admin fee / account holder | $210 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |