Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,075 | $115,814-77.5% | $101,275-74.3% | $158,982-83.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 20.66% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,699 | $4,176-59.3% | $3,660-53.6% | $4,763-64.3% |
| Participant deferral / active EE | $3,108 | $4,958-37.3% | $4,371-28.9% | $5,983-48.1% |
| Admin fee / account holder | $275 | $7,249-96.2% | $5,948-95.4% | $11,252-97.6% |