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 | $25,254 | $106,247-76.2% | $96,515-73.8% | $139,466-81.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 26.58% | 38.47%-11.9pp | 35.73%-9.1pp | 373.66%-347.1pp |
| Employer contribution / active EE | $3,007 | $4,106-26.8% | $3,740-19.6% | $4,754-36.7% |
| Participant deferral / active EE | $5,016 | $5,456-8.1% | $4,880+2.8% | $6,712-25.3% |
| Admin fee / account holder | $80 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |