Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,762 | $172,111-68.8% | $150,298-64.2% | $137,256-60.8% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 22.40% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $5,495 | $4,636+18.5% | $4,154+32.3% | $4,156+32.2% |
| Participant deferral / active EE | $9,545 | $6,166+54.8% | $5,453+75.1% | $6,407+49.0% |
| Admin fee / account holder | $8 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |