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 | $85,275 | $165,381-48.4% | $149,730-43.0% | $158,966-46.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.41% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.5pp |
| Employer contribution / active EE | $2,404 | $5,104-52.9% | $4,645-48.2% | $4,762-49.5% |
| Participant deferral / active EE | $6,448 | $7,182-10.2% | $6,843-5.8% | $5,983+7.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |