Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,661 | $101,618-47.2% | $93,063-42.3% | $137,256-60.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.30% | 223.95%-205.6pp | 34.15%-15.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,267 | $2,707+20.7% | $2,476+31.9% | $4,156-21.4% |
| Participant deferral / active EE | $6,486 | $4,279+51.6% | $3,958+63.9% | $6,407+1.2% |
| Admin fee / account holder | $297 | $6,198-95.2% | $6,033-95.1% | $12,270-97.6% |