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 | $64,832 | $185,856-65.1% | $170,028-61.9% | $139,456-53.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.34% | 60.52%-41.2pp | 53.39%-34.0pp | 373.45%-354.1pp |
| Employer contribution / active EE | $3,400 | $7,593-55.2% | $6,788-49.9% | $4,753-28.5% |
| Participant deferral / active EE | $6,316 | $11,623-45.7% | $10,409-39.3% | $6,711-5.9% |
| Admin fee / account holder | $262 | $15,387-98.3% | $12,820-98.0% | $11,407-97.7% |