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 | $78,474 | $114,119-31.2% | $107,187-26.8% | $138,895-43.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 16.95% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,631 | $4,059-35.2% | $3,782-30.4% | $4,194-37.3% |
| Participant deferral / active EE | $7,702 | $5,538+39.1% | $5,096+51.1% | $6,396+20.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |