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 | $68,255 | $104,694-34.8% | $85,709-20.4% | $167,536-59.3% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.9%+21.0pp | 82.1%+8.8pp |
| Annual return | 16.54% | 21.45%-4.9pp | 21.49%-5.0pp | 478.82%-462.3pp |
| Employer contribution / active EE | $13,864 | $3,337+315.4% | $2,619+429.5% | $4,839+186.5% |
| Participant deferral / active EE | $3,536 | $4,826-26.7% | $3,924-9.9% | $6,342-44.2% |
| Admin fee / account holder | $76 | $10,035-99.2% | $6,876-98.9% | $12,315-99.4% |