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 | $68,376 | $156,398-56.3% | $147,318-53.6% | $138,895-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.07% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,469 | $4,853-69.7% | $4,593-68.0% | $4,194-65.0% |
| Participant deferral / active EE | $8,206 | $8,237-0.4% | $7,906+3.8% | $6,396+28.3% |
| Admin fee / account holder | $8 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |