Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,564 | $111,814-49.4% | $103,374-45.3% | $145,959-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,754 | $4,214-10.9% | $3,869-3.0% | $4,661-19.5% |
| Participant deferral / active EE | $9,337 | $5,618+66.2% | $5,058+84.6% | $6,689+39.6% |
| Admin fee / account holder | $219 | $9,754-97.8% | $8,394-97.4% | $13,398-98.4% |