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 | $41,337 | $110,410-62.6% | $102,437-59.6% | $145,897-71.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.53% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $4,108 | $4,217-2.6% | $3,871+6.1% | $4,663-11.9% |
| Participant deferral / active EE | $6,927 | $5,622+23.2% | $5,060+36.9% | $6,689+3.5% |
| Admin fee / account holder | $207 | $9,745-97.9% | $8,388-97.5% | $13,390-98.5% |