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 | $71,677 | $81,276-11.8% | $155,574-53.9% | $80,925-11.4% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 12.49% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $9,375 | $3,103+202.1% | $4,676+100.5% | $2,756+240.1% |
| Participant deferral / active EE | $6,460 | $3,453+87.1% | $5,629+14.8% | $4,299+50.3% |
| Admin fee / account holder | $228 | $7,993-97.2% | $15,914-98.6% | $6,940-96.7% |