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 | $59,183 | $211,946-72.1% | $169,452-65.1% | $135,380-56.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.41% | 3.26%+4.1pp | 1.83%+5.6pp | 519.81%-512.4pp |
| Employer contribution / active EE | $15,912 | $5,117+211.0% | $4,157+282.8% | $4,779+233.0% |
| Participant deferral / active EE | $10,876 | $6,075+79.0% | $5,277+106.1% | $5,609+93.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |