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 | $31,000 | $154,228-79.9% | $145,433-78.7% | $137,256-77.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,728 | $4,804-1.6% | $4,554+3.8% | $4,156+13.8% |
| Participant deferral / active EE | $4,490 | $8,216-45.4% | $7,897-43.1% | $6,407-29.9% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |