Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $86,954 | $201,370-56.8% | $184,256-52.8% | $145,897-40.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.35% | 29.05%+2.3pp | 28.85%+2.5pp | 552.29%-520.9pp |
| Employer contribution / active EE | $4,385 | $7,024-37.6% | $6,427-31.8% | $4,663-6.0% |
| Participant deferral / active EE | $5,000 | $9,808-49.0% | $9,133-45.3% | $6,689-25.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |