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 | $51,579 | $110,410-53.3% | $102,437-49.6% | $145,897-64.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 26.83% | 24.85%+2.0pp | 24.95%+1.9pp | 552.29%-525.5pp |
| Employer contribution / active EE | $12,974 | $4,217+207.7% | $3,871+235.2% | $4,663+178.3% |
| Participant deferral / active EE | $7,625 | $5,622+35.6% | $5,060+50.7% | $6,689+14.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |