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 | $67,333 | $135,956-50.5% | $123,894-45.7% | $273,972-75.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.76% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,498 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $9,875 | $6,343+55.7% | $5,984+65.0% | $5,287+86.8% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |