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 | $48,846 | $140,592-65.3% | $123,105-60.3% | $125,389-61.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.10% | 16.80%-14.7pp | 13.22%-11.1pp | 282.24%-280.1pp |
| Employer contribution / active EE | $15,281 | $6,041+153.0% | $5,151+196.7% | $4,866+214.0% |
| Participant deferral / active EE | $8,100 | $6,980+16.0% | $6,229+30.0% | $5,352+51.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |