Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $103,821 | $201,370-48.4% | $184,256-43.7% | $145,897-28.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.88% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $4,367 | $7,024-37.8% | $6,427-32.1% | $4,663-6.3% |
| Participant deferral / active EE | $7,659 | $9,808-21.9% | $9,133-16.1% | $6,689+14.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |