Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,169 | $135,905-55.7% | $126,068-52.3% | $198,609-69.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.71% | 14.07%+6.6pp | 15.01%+5.7pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,209 | $4,245-71.5% | $3,968-69.5% | $5,055-76.1% |
| Participant deferral / active EE | $7,765 | $8,523-8.9% | $8,214-5.5% | $6,977+11.3% |
| Admin fee / account holder | $146 | $21,036-99.3% | $18,264-99.2% | $19,030-99.2% |