Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,566 | $112,935-64.1% | $90,970-55.4% | $158,966-74.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 19.92% | 215.79%-195.9pp | 134.58%-114.7pp | 302.95%-283.0pp |
| Employer contribution / active EE | $2,416 | $2,895-16.5% | $2,122+13.8% | $4,762-49.3% |
| Participant deferral / active EE | $6,205 | $4,129+50.3% | $3,373+83.9% | $5,983+3.7% |
| Admin fee / account holder | $140 | $8,045-98.3% | $5,960-97.6% | $11,250-98.8% |