Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $127,262 | $174,379-27.0% | $152,093-16.3% | $138,895-8.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 31.85% | 74.86%-43.0pp | 66.36%-34.5pp | 145.39%-113.5pp |
| Employer contribution / active EE | $1,261 | $4,652-72.9% | $4,175-69.8% | $4,194-69.9% |
| Participant deferral / active EE | $6,436 | $6,159+4.5% | $5,451+18.1% | $6,396+0.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |