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 | $74,812 | $172,111-56.5% | $150,298-50.2% | $137,256-45.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.73% | 69.37%-48.6pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $8,615 | $4,636+85.8% | $4,154+107.4% | $4,156+107.3% |
| Participant deferral / active EE | $7,720 | $6,166+25.2% | $5,453+41.6% | $6,407+20.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |