Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,443 | $209,336-64.9% | $197,124-62.7% | $137,256-46.5% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 26.87% | 48.09%-21.2pp | 44.34%-17.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $12,713 | $6,591+92.9% | $6,227+104.1% | $4,156+205.9% |
| Participant deferral / active EE | $10,237 | $9,614+6.5% | $9,135+12.1% | $6,407+59.8% |
| Admin fee / account holder | $22 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |