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 | $67,329 | $135,956-50.5% | $123,894-45.7% | $273,972-75.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.25% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $14,345 | $5,170+177.5% | $4,617+210.7% | $4,869+194.6% |
| Participant deferral / active EE | $11,752 | $6,343+85.3% | $5,984+96.4% | $5,287+122.3% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |