Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,341 | $72,273-12.4% | $101,275-37.5% | $79,856-20.7% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 16.52% | 22.30%-5.8pp | 46.48%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $24,111 | $2,691+795.9% | $3,660+558.8% | $2,471+875.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $132 | $4,401-97.0% | $5,948-97.8% | $5,306-97.5% |