Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $100,014 | $124,336-19.6% | $111,303-10.1% | $167,518-40.3% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 15.76% | 37.45%-21.7pp | 54.66%-38.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $2,339 | $3,436-31.9% | $2,731-14.4% | $4,838-51.7% |
| Participant deferral / active EE | $8,686 | $5,181+67.7% | $4,487+93.6% | $6,342+37.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |