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 | $57,969 | $212,386-72.7% | $199,883-71.0% | $138,895-58.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.43% | 47.75%-23.3pp | 43.81%-19.4pp | 145.39%-121.0pp |
| Employer contribution / active EE | $4,841 | $6,625-26.9% | $6,261-22.7% | $4,194+15.4% |
| Participant deferral / active EE | $8,362 | $9,617-13.0% | $9,138-8.5% | $6,396+30.7% |
| Admin fee / account holder | $2 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |