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 | $88,067 | $183,539-52.0% | $155,556-43.4% | $145,897-39.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 33.23% | 61.31%-28.1pp | 64.84%-31.6pp | 552.29%-519.1pp |
| Employer contribution / active EE | $1,644 | $5,315-69.1% | $4,675-64.8% | $4,663-64.7% |
| Participant deferral / active EE | $4,505 | $6,467-30.3% | $5,631-20.0% | $6,689-32.6% |
| Admin fee / account holder | $117 | $19,275-99.4% | $15,885-99.3% | $13,390-99.1% |