Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,797 | $53,774+70.7% | $134,162-31.6% | $79,852+15.0% |
| Participation rate | 96.6% | 58.8%+37.8pp | 72.2%+24.4pp | 69.6%+26.9pp |
| Annual return | 16.43% | 19.01%-2.6pp | 36.35%-19.9pp | 31.72%-15.3pp |
| Employer contribution / active EE | $5,384 | $1,322+307.4% | $3,705+45.3% | $2,471+117.9% |
| Participant deferral / active EE | $10,837 | $2,420+347.8% | $3,500+209.7% | $3,740+189.7% |
| Admin fee / account holder | $139 | $3,985-96.5% | $6,685-97.9% | $5,306-97.4% |