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 | $58,245 | $154,228-62.2% | $145,433-60.0% | $137,256-57.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.78% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,482 | $4,804-69.2% | $4,554-67.5% | $4,156-64.3% |
| Participant deferral / active EE | $3,752 | $8,216-54.3% | $7,897-52.5% | $6,407-41.4% |
| Admin fee / account holder | $125 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |