Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,224 | $149,679-73.1% | $117,039-65.6% | $147,586-72.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 14.79% | 19.31%-4.5pp | 18.95%-4.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,577 | $4,937-27.5% | $3,785-5.5% | $4,876-26.6% |
| Participant deferral / active EE | $6,007 | $4,912+22.3% | $3,929+52.9% | $5,439+10.5% |
| Admin fee / account holder | $150 | $7,856-98.1% | $5,974-97.5% | $10,886-98.6% |