Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,714 | $99,345-29.8% | $84,753-17.7% | $273,972-74.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.95% | 22.93%-15.0pp | 22.78%-14.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,613 | $4,214-14.3% | $3,574+1.1% | $4,869-25.8% |
| Participant deferral / active EE | $8,570 | $4,270+100.7% | $3,712+130.9% | $5,287+62.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |