Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,265 | $139,948-77.7% | $121,663-74.3% | $154,746-79.8% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.5%+18.8pp | 80.7%+12.6pp |
| Annual return | 16.73% | 230.52%-213.8pp | 147.54%-130.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,275 | $3,521-63.8% | $3,020-57.8% | $4,379-70.9% |
| Participant deferral / active EE | $3,273 | $5,629-41.8% | $4,887-33.0% | $6,730-51.4% |
| Admin fee / account holder | $5 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |