Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,021 | $157,276-73.9% | $141,177-70.9% | $152,885-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.35% | 64.33%-35.0pp | 71.40%-42.1pp | 345.39%-316.0pp |
| Employer contribution / active EE | $4,320 | $5,262-17.9% | $4,736-8.8% | $4,763-9.3% |
| Participant deferral / active EE | $18,095 | $7,110+154.5% | $6,710+169.7% | $5,851+209.3% |
| Admin fee / account holder | $137 | $12,123-98.9% | $10,263-98.7% | $11,598-98.8% |