Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $64,546 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 50.74% | 78.75%-28.0pp | 70.43%-19.7pp | 145.39%-94.7pp |
| Employer contribution / active EE | $3,512 | $4,853-27.6% | $4,593-23.5% | $4,194-16.3% |
| Participant deferral / active EE | $10,204 | $8,237+23.9% | $7,906+29.1% | $6,396+59.5% |
| Admin fee / account holder | $234 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |