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 | $75,296 | $172,111-56.3% | $150,298-49.9% | $137,256-45.1% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 23.70% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,181 | $4,636-53.0% | $4,154-47.5% | $4,156-47.5% |
| Participant deferral / active EE | $9,233 | $6,166+49.8% | $5,453+69.3% | $6,407+44.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |