Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,322 | $135,956-40.9% | $123,894-35.2% | $273,972-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $12,046 | $5,170+133.0% | $4,617+160.9% | $4,869+147.4% |
| Participant deferral / active EE | $7,104 | $6,343+12.0% | $5,984+18.7% | $5,287+34.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |