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 | $92,768 | $77,707+19.4% | $70,160+32.2% | $139,487-33.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 19.30%-1.3pp | 19.08%-1.0pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,453 | $4,986-50.8% | $4,285-42.8% | $4,755-48.4% |
| Participant deferral / active EE | $4,150 | $6,443-35.6% | $5,394-23.1% | $6,713-38.2% |
| Admin fee / account holder | $13 | $5,397-99.8% | $4,582-99.7% | $11,407-99.9% |