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 | $53,653 | $72,273-25.8% | $101,275-47.0% | $79,856-32.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.49% | 22.30%-7.8pp | 46.48%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,634 | $2,691+72.2% | $3,660+26.6% | $2,471+87.5% |
| Participant deferral / active EE | $3,524 | $3,282+7.4% | $4,371-19.4% | $3,741-5.8% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |