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 | $67,667 | $183,592-63.1% | $155,567-56.5% | $145,959-53.6% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 15.84% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,976 | $5,315-44.0% | $4,674-36.3% | $4,661-36.2% |
| Participant deferral / active EE | $6,459 | $6,464-0.1% | $5,628+14.8% | $6,689-3.4% |
| Admin fee / account holder | $86 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |