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 | $65,046 | $156,398-58.4% | $147,318-55.8% | $138,895-53.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.25% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $4,497 | $4,853-7.4% | $4,593-2.1% | $4,194+7.2% |
| Participant deferral / active EE | $18,235 | $8,237+121.4% | $7,906+130.6% | $6,396+185.1% |
| Admin fee / account holder | $234 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |