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 | $65,988 | $100,970-34.6% | $96,576-31.7% | $137,256-51.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.37% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,800 | $3,809+104.8% | $3,553+119.5% | $4,156+87.7% |
| Participant deferral / active EE | $14,300 | $8,286+72.6% | $7,956+79.7% | $6,407+123.2% |
| Admin fee / account holder | $10 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |