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 | $56,405 | $213,785-73.6% | $185,441-69.6% | $155,188-63.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.54% | 19.97%+0.6pp | 20.16%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,314 | $5,393-57.1% | $4,672-50.5% | $4,248-45.5% |
| Participant deferral / active EE | $7,798 | $6,864+13.6% | $6,152+26.8% | $6,531+19.4% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |