Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,576 | $156,398-58.1% | $147,318-55.5% | $138,895-52.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.49% | 78.75%-65.3pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,688 | $4,853-65.2% | $4,593-63.2% | $4,194-59.8% |
| Participant deferral / active EE | $3,375 | $8,237-59.0% | $7,906-57.3% | $6,396-47.2% |
| Admin fee / account holder | $267 | $14,976-98.2% | $13,708-98.1% | $12,562-97.9% |