Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,324 | $239,571-74.0% | $183,328-66.0% | $137,256-54.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.27% | 35.69%-18.4pp | 29.67%-12.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,360 | $6,148-45.3% | $5,055-33.5% | $4,156-19.2% |
| Participant deferral / active EE | $8,820 | $7,995+10.3% | $6,795+29.8% | $6,407+37.7% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |