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 | $75,813 | $141,001-46.2% | $112,228-32.4% | $139,487-45.6% |
| Participation rate | 86.7% | 79.2%+7.5pp | 72.4%+14.2pp | 80.3%+6.3pp |
| Annual return | 21.68% | 32.75%-11.1pp | 30.23%-8.6pp | 373.84%-352.2pp |
| Employer contribution / active EE | $9,935 | $4,285+131.9% | $3,432+189.5% | $4,755+109.0% |
| Participant deferral / active EE | $8,813 | $5,877+49.9% | $4,800+83.6% | $6,713+31.3% |
| Admin fee / account holder | $95 | $9,959-99.0% | $7,752-98.8% | $11,407-99.2% |