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 | $62,213 | $100,970-38.4% | $96,576-35.6% | $137,256-54.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.95% | 38.16%-13.2pp | 38.47%-13.5pp | 220.34%-195.4pp |
| Employer contribution / active EE | $7,200 | $3,809+89.0% | $3,553+102.6% | $4,156+73.2% |
| Participant deferral / active EE | $9,800 | $8,286+18.3% | $7,956+23.2% | $6,407+53.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |