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 | $61,704 | $155,555-60.3% | $146,866-58.0% | $155,188-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.28% | 115.41%-94.1pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,680 | $4,647-42.3% | $4,425-39.4% | $4,248-36.9% |
| Participant deferral / active EE | $11,233 | $8,044+39.6% | $7,759+44.8% | $6,531+72.0% |
| Admin fee / account holder | $114 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |