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 | $28,323 | $156,398-81.9% | $147,318-80.8% | $138,895-79.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 20.63% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,457 | $4,853-28.8% | $4,593-24.7% | $4,194-17.6% |
| Participant deferral / active EE | $2,542 | $8,237-69.1% | $7,906-67.8% | $6,396-60.3% |
| Admin fee / account holder | $19 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |