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 | $67,928 | $124,330-45.4% | $109,173-37.8% | $167,536-59.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 16.27% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $4,876 | $4,209+15.8% | $3,723+31.0% | $4,839+0.8% |
| Participant deferral / active EE | $7,406 | $5,256+40.9% | $4,654+59.1% | $6,342+16.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |