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 | $74,650 | $181,896-59.0% | $156,551-52.3% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 41.25% | 30.74%+10.5pp | 32.23%+9.0pp | 41.46%-0.2pp |
| Employer contribution / active EE | $8,671 | $6,248+38.8% | $5,501+57.6% | $4,869+78.1% |
| Participant deferral / active EE | $12,859 | $5,550+131.7% | $4,871+164.0% | $5,287+143.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |