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 | $177,516 | $57,828+207.0% | $117,039+51.7% | $70,126+153.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 21.21% | 17.55%+3.7pp | 18.95%+2.3pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,929 | $1,816+6.2% | $3,785-49.0% | $2,343-17.6% |
| Participant deferral / active EE | $2,892 | $2,438+18.7% | $3,929-26.4% | $3,332-13.2% |
| Admin fee / account holder | $297 | $3,548-91.6% | $5,974-95.0% | $4,645-93.6% |