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 | $59,964 | $100,970-40.6% | $96,576-37.9% | $137,256-56.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.80% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $3,069 | $3,809-19.4% | $3,553-13.6% | $4,156-26.2% |
| Participant deferral / active EE | $14,062 | $8,286+69.7% | $7,956+76.7% | $6,407+119.5% |
| Admin fee / account holder | $109 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |