Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $93,869 | $155,555-39.7% | $146,866-36.1% | $155,188-39.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 17.47% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $4,622 | $4,647-0.5% | $4,425+4.5% | $4,248+8.8% |
| Participant deferral / active EE | $16,745 | $8,044+108.2% | $7,759+115.8% | $6,531+156.4% |
| Admin fee / account holder | $191 | $14,755-98.7% | $13,620-98.6% | $14,480-98.7% |