Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,526 | $154,228-76.3% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.71% | 74.59%-45.9pp | 66.58%-37.9pp | 220.34%-191.6pp |
| Employer contribution / active EE | $3,643 | $4,804-24.2% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $10,164 | $8,216+23.7% | $7,897+28.7% | $6,407+58.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |