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 | $57,024 | $213,785-73.3% | $185,441-69.2% | $155,188-63.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 15.27% | 19.97%-4.7pp | 20.16%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,310 | $5,393-75.7% | $4,672-72.0% | $4,248-69.2% |
| Participant deferral / active EE | $4,020 | $6,864-41.4% | $6,152-34.7% | $6,531-38.5% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |