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 | $69,487 | $172,111-59.6% | $150,298-53.8% | $137,256-49.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 17.17% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,425 | $4,636+103.3% | $4,154+126.9% | $4,156+126.8% |
| Participant deferral / active EE | $6,022 | $6,166-2.3% | $5,453+10.4% | $6,407-6.0% |
| Admin fee / account holder | $253 | $16,471-98.5% | $14,116-98.2% | $12,270-97.9% |