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 | $15,443 | $211,239-92.7% | $178,528-91.3% | $145,877-89.4% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 17.01% | 30.22%-13.2pp | 27.11%-10.1pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,657 | $4,570-41.9% | $3,950-32.7% | $4,663-43.0% |
| Participant deferral / active EE | $4,419 | $6,963-36.5% | $6,278-29.6% | $6,691-34.0% |
| Admin fee / account holder | $29 | $12,095-99.8% | $10,419-99.7% | $13,402-99.8% |