Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $64,738 | $67,411-4.0% | $91,004-28.9% | $70,126-7.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.91% | -40.16%+55.1pp | 4.60%+10.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,506 | $1,786+152.3% | $2,456+83.5% | $2,343+92.4% |
| Participant deferral / active EE | $4,384 | $2,823+55.3% | $3,548+23.6% | $3,332+31.6% |
| Admin fee / account holder | $12 | $4,236-99.7% | $5,417-99.8% | $4,645-99.7% |