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 | $73,806 | $93,589-21.1% | $135,942-45.7% | $75,181-1.8% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.4pp |
| Annual return | 85.27% | 30.90%+54.4pp | 68.28%+17.0pp | 160.69%-75.4pp |
| Employer contribution / active EE | $3,245 | $3,537-8.3% | $4,858-33.2% | $2,671+21.5% |
| Participant deferral / active EE | $10,795 | $6,405+68.5% | $7,759+39.1% | $4,126+161.6% |
| Admin fee / account holder | $163 | $6,977-97.7% | $10,764-98.5% | $5,650-97.1% |