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 | $75,938 | $103,392-26.6% | $87,104-12.8% | $152,897-50.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.33% | 28.10%-5.8pp | 28.19%-5.9pp | 345.43%-323.1pp |
| Employer contribution / active EE | $2,086 | $3,221-35.2% | $2,521-17.3% | $4,764-56.2% |
| Participant deferral / active EE | $2,586 | $4,778-45.9% | $4,048-36.1% | $5,851-55.8% |
| Admin fee / account holder | $238 | $12,194-98.1% | $7,491-96.8% | $11,599-98.0% |