Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,164 | $174,379-69.5% | $152,093-65.0% | $138,895-61.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.03% | 74.86%-47.8pp | 66.36%-39.3pp | 145.39%-118.4pp |
| Employer contribution / active EE | $2,925 | $4,652-37.1% | $4,175-29.9% | $4,194-30.3% |
| Participant deferral / active EE | $12,350 | $6,159+100.5% | $5,451+126.5% | $6,396+93.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |