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 | $84,924 | $73,988+14.8% | $96,538-12.0% | $75,177+13.0% |
| Participation rate | 84.4% | 66.4%+17.9pp | 74.3%+10.0pp | 67.2%+17.2pp |
| Annual return | 13.41% | 26.73%-13.3pp | 35.74%-22.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,766 | $3,660+166.8% | $4,880+100.1% | $4,126+136.7% |
| Admin fee / account holder | $299 | $5,220-94.3% | $6,737-95.6% | $5,651-94.7% |