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 | $94,477 | $172,111-45.1% | $150,298-37.1% | $137,256-31.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.68% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,457 | $4,636-25.4% | $4,154-16.8% | $4,156-16.8% |
| Participant deferral / active EE | $12,142 | $6,166+96.9% | $5,453+122.7% | $6,407+89.5% |
| Admin fee / account holder | $35 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |