Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,518 | $165,381-41.6% | $149,730-35.5% | $158,966-39.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 25.55% | 348.29%-322.7pp | 276.70%-251.1pp | 302.95%-277.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,948 | $7,182+10.7% | $6,843+16.1% | $5,983+32.8% |
| Admin fee / account holder | $55 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |