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 | $75,658 | $126,661-40.3% | $113,397-33.3% | $138,895-45.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 23.95% | 25.05%-1.1pp | 23.20%+0.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $5,134 | $3,456+48.5% | $2,977+72.4% | $4,194+22.4% |
| Participant deferral / active EE | $9,138 | $5,693+60.5% | $5,076+80.0% | $6,396+42.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |