Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,447 | $156,398-61.4% | $147,318-59.0% | $138,895-56.5% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 25.56% | 78.75%-53.2pp | 70.43%-44.9pp | 145.39%-119.8pp |
| Employer contribution / active EE | $2,623 | $4,853-46.0% | $4,593-42.9% | $4,194-37.5% |
| Participant deferral / active EE | $5,417 | $8,237-34.2% | $7,906-31.5% | $6,396-15.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |