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 | $117,560 | $57,541+104.3% | $95,740+22.8% | $75,173+56.4% |
| Participation rate | 80.8% | 62.5%+18.3pp | 72.3%+8.5pp | 67.2%+13.6pp |
| Annual return | 19.75% | 34.93%-15.2pp | 28.41%-8.7pp | 160.72%-141.0pp |
| Employer contribution / active EE | $2,517 | $1,808+39.2% | $2,836-11.3% | $2,671-5.8% |
| Participant deferral / active EE | $4,983 | $3,074+62.1% | $4,244+17.4% | $4,126+20.8% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,676-100.0% | $5,651-100.0% |