Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $105,863 | $135,956-22.1% | $123,894-14.6% | $273,972-61.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.93% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $972 | $5,170-81.2% | $4,617-78.9% | $4,869-80.0% |
| Participant deferral / active EE | $4,665 | $6,343-26.4% | $5,984-22.0% | $5,287-11.8% |
| Admin fee / account holder | $218 | $9,817-97.8% | $8,357-97.4% | $10,133-97.8% |