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 | $71,705 | $111,535-35.7% | $105,223-31.9% | $137,256-47.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.53% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,823 | $3,939-3.0% | $3,689+3.6% | $4,156-8.0% |
| Participant deferral / active EE | $7,622 | $5,500+38.6% | $5,072+50.3% | $6,407+19.0% |
| Admin fee / account holder | $283 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |