Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,382 | $162,136-64.0% | $152,301-61.7% | $154,746-62.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 24.23% | 91.02%-66.8pp | 80.50%-56.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $13,672 | $4,890+179.6% | $4,624+195.6% | $4,379+212.2% |
| Participant deferral / active EE | $3,418 | $8,341-59.0% | $8,004-57.3% | $6,730-49.2% |
| Admin fee / account holder | $75 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |