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 | $81,448 | $110,410-26.2% | $102,437-20.5% | $145,897-44.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.85% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $5,109 | $4,217+21.1% | $3,871+32.0% | $4,663+9.6% |
| Participant deferral / active EE | $7,807 | $5,622+38.9% | $5,060+54.3% | $6,689+16.7% |
| Admin fee / account holder | $151 | $9,745-98.5% | $8,388-98.2% | $13,390-98.9% |