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 | $23,629 | $100,147-76.4% | $81,286-70.9% | $145,877-83.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 18.25% | 34.44%-16.2pp | 24.80%-6.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,278 | $2,977-23.5% | $2,463-7.5% | $4,663-51.1% |
| Participant deferral / active EE | $4,221 | $4,607-8.4% | $3,883+8.7% | $6,691-36.9% |
| Admin fee / account holder | $86 | $8,201-99.0% | $5,764-98.5% | $13,402-99.4% |