Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,739 | $165,399-43.9% | $149,745-38.1% | $158,982-41.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 16.05% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,256 | $5,105-55.8% | $4,646-51.4% | $4,763-52.6% |
| Participant deferral / active EE | $10,237 | $7,183+42.5% | $6,843+49.6% | $5,983+71.1% |
| Admin fee / account holder | $108 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |