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 | $15,032 | $48,078-68.7% | $78,676-80.9% | $62,881-76.1% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 6.81% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,808 | $2,015+39.4% | $2,850-1.5% | $2,281+23.1% |
| Participant deferral / active EE | $4,199 | $2,587+62.3% | $3,517+19.4% | $3,203+31.1% |
| Admin fee / account holder | $31 | $3,206-99.0% | $4,510-99.3% | $4,296-99.3% |