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 | $55,580 | $155,555-64.3% | $146,866-62.2% | $155,188-64.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 20.53% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $11,627 | $4,647+150.2% | $4,425+162.8% | $4,248+173.7% |
| Participant deferral / active EE | $5,209 | $8,044-35.2% | $7,759-32.9% | $6,531-20.2% |
| Admin fee / account holder | $141 | $14,755-99.0% | $13,620-99.0% | $14,480-99.0% |