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 | $123,938 | $201,370-38.5% | $184,256-32.7% | $145,897-15.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 24.03% | 29.05%-5.0pp | 28.85%-4.8pp | 552.29%-528.3pp |
| Employer contribution / active EE | $3,677 | $7,024-47.6% | $6,427-42.8% | $4,663-21.1% |
| Participant deferral / active EE | $9,071 | $9,808-7.5% | $9,133-0.7% | $6,689+35.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |