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 | $71,773 | $99,652-28.0% | $78,778-8.9% | $147,586-51.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 18.29% | 47.28%-29.0pp | 35.62%-17.3pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,834 | $2,796-34.4% | $1,986-7.6% | $4,876-62.4% |
| Participant deferral / active EE | $5,417 | $3,664+47.9% | $2,958+83.1% | $5,439-0.4% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |