Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,955 | $140,578-53.8% | $100,671-35.5% | $125,389-48.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.36% | 24.67%-24.3pp | 20.43%-20.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $5,460 | $5,965-8.5% | $4,012+36.1% | $4,866+12.2% |
| Participant deferral / active EE | $12,964 | $3,981+225.6% | $3,144+312.4% | $5,352+142.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |