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 | $68,648 | $165,361-58.5% | $149,715-54.1% | $158,950-56.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.85% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $7,279 | $5,103+42.6% | $4,645+56.7% | $4,762+52.9% |
| Participant deferral / active EE | $8,991 | $7,182+25.2% | $6,842+31.4% | $5,983+50.3% |
| Admin fee / account holder | $181 | $10,808-98.3% | $9,310-98.1% | $11,248-98.4% |