Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,329 | $211,239-63.4% | $178,528-56.7% | $145,877-47.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.77% | 30.22%-6.5pp | 27.11%-3.3pp | 551.28%-527.5pp |
| Employer contribution / active EE | $4,253 | $4,570-6.9% | $3,950+7.7% | $4,663-8.8% |
| Participant deferral / active EE | $15,333 | $6,963+120.2% | $6,278+144.2% | $6,691+129.2% |
| Admin fee / account holder | $174 | $12,095-98.6% | $10,419-98.3% | $13,402-98.7% |