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 | $65,282 | $124,425-47.5% | $112,040-41.7% | $137,256-52.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.66% | 24.72%+0.9pp | 24.52%+1.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $13,066 | $3,411+283.0% | $2,954+342.3% | $4,156+214.4% |
| Participant deferral / active EE | $12,257 | $5,718+114.3% | $5,098+140.4% | $6,407+91.3% |
| Admin fee / account holder | $263 | $15,207-98.3% | $12,098-97.8% | $12,270-97.9% |