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 | $65,600 | $88,996-26.3% | $78,004-15.9% | $138,895-52.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 13.73% | 28.03%-14.3pp | 31.07%-17.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,450 | $2,917+18.3% | $2,469+39.7% | $4,194-17.8% |
| Participant deferral / active EE | $3,036 | $4,724-35.7% | $4,092-25.8% | $6,396-52.5% |
| Admin fee / account holder | $148 | $8,807-98.3% | $7,578-98.0% | $12,562-98.8% |