Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,206 | $114,119-42.9% | $107,187-39.2% | $138,895-53.1% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 19.77% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,046 | $4,059-25.0% | $3,782-19.5% | $4,194-27.4% |
| Participant deferral / active EE | $6,364 | $5,538+14.9% | $5,096+24.9% | $6,396-0.5% |
| Admin fee / account holder | $79 | $10,024-99.2% | $9,162-99.1% | $12,562-99.4% |