Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,057 | $152,612-77.7% | $125,192-72.8% | $152,897-77.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 27.12% | 54.85%-27.7pp | 43.79%-16.7pp | 345.43%-318.3pp |
| Employer contribution / active EE | $3,149 | $4,947-36.3% | $3,866-18.5% | $4,764-33.9% |
| Participant deferral / active EE | $6,353 | $5,868+8.3% | $4,937+28.7% | $5,851+8.6% |
| Admin fee / account holder | $17 | $13,437-99.9% | $9,704-99.8% | $11,599-99.9% |