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 | $67,325 | $135,956-50.5% | $123,894-45.7% | $273,972-75.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.71% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,466 | $5,170-71.6% | $4,617-68.3% | $4,869-69.9% |
| Participant deferral / active EE | $6,211 | $6,343-2.1% | $5,984+3.8% | $5,287+17.5% |
| Admin fee / account holder | $279 | $9,817-97.2% | $8,357-96.7% | $10,133-97.2% |