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 | $78,264 | $118,467-33.9% | $98,450-20.5% | $139,456-43.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 27.42% | 18.95%+8.5pp | 21.16%+6.3pp | 373.45%-346.0pp |
| Employer contribution / active EE | $6,852 | $3,611+89.8% | $3,049+124.7% | $4,753+44.2% |
| Participant deferral / active EE | $23,878 | $5,393+342.7% | $4,739+403.9% | $6,711+255.8% |
| Admin fee / account holder | $271 | $14,057-98.1% | $8,961-97.0% | $11,407-97.6% |