Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $72,853 | $110,379-34.0% | $102,412-28.9% | $145,884-50.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.78% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $5,141 | $4,216+21.9% | $3,870+32.9% | $4,662+10.3% |
| Participant deferral / active EE | $8,077 | $5,622+43.7% | $5,060+59.6% | $6,690+20.7% |
| Admin fee / account holder | $284 | $9,745-97.1% | $8,388-96.6% | $13,392-97.9% |