Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,169 | $103,393-40.8% | $87,103-29.8% | $152,909-60.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 30.85% | 28.10%+2.8pp | 28.19%+2.7pp | 345.46%-314.6pp |
| Employer contribution / active EE | $2,874 | $3,221-10.8% | $2,521+14.0% | $4,764-39.7% |
| Participant deferral / active EE | $8,619 | $4,778+80.4% | $4,049+112.9% | $5,851+47.3% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |