Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,088 | $106,267-62.3% | $96,520-58.5% | $139,456-71.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.26% | 38.45%-22.2pp | 35.72%-19.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,903 | $4,105-53.6% | $3,739-49.1% | $4,753-60.0% |
| Participant deferral / active EE | $4,330 | $5,454-20.6% | $4,879-11.2% | $6,711-35.5% |
| Admin fee / account holder | $197 | $7,882-97.5% | $6,733-97.1% | $11,407-98.3% |