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 | $18,027 | $162,136-88.9% | $152,301-88.2% | $154,746-88.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 19.53% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,442 | $4,890-70.5% | $4,624-68.8% | $4,379-67.1% |
| Participant deferral / active EE | $2,994 | $8,341-64.1% | $8,004-62.6% | $6,730-55.5% |
| Admin fee / account holder | $214 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |