Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,874 | $169,356-60.5% | $129,406-48.3% | $145,897-54.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 14.62% | 14418.62%-14404.0pp | 9468.18%-9453.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $4,589 | $5,542-17.2% | $4,155+10.4% | $4,663-1.6% |
| Participant deferral / active EE | $10,992 | $4,987+120.4% | $4,167+163.8% | $6,689+64.3% |
| Admin fee / account holder | $5 | $9,915-99.9% | $7,689-99.9% | $13,390-100.0% |