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 | $165,630 | $162,136+2.2% | $152,301+8.8% | $154,746+7.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.88% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,517 | $4,890-48.5% | $4,624-45.6% | $4,379-42.5% |
| Participant deferral / active EE | $11,583 | $8,341+38.9% | $8,004+44.7% | $6,730+72.1% |
| Admin fee / account holder | $6 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |