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 | $71,131 | $156,398-54.5% | $147,318-51.7% | $138,895-48.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.41% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,563 | $8,237-8.2% | $7,906-4.3% | $6,396+18.2% |
| Admin fee / account holder | $279 | $14,976-98.1% | $13,708-98.0% | $12,562-97.8% |