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 | $37,436 | $178,174-79.0% | $156,181-76.0% | $137,256-72.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 26.36% | 84.19%-57.8pp | 64.87%-38.5pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,861 | $4,972-42.5% | $4,294-33.4% | $4,156-31.2% |
| Participant deferral / active EE | $8,230 | $6,888+19.5% | $6,132+34.2% | $6,407+28.5% |
| Admin fee / account holder | $38 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |