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 | $38,135 | $104,694-63.6% | $85,709-55.5% | $167,536-77.2% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 17.87% | 21.45%-3.6pp | 21.49%-3.6pp | 478.82%-460.9pp |
| Employer contribution / active EE | $3,342 | $3,337+0.1% | $2,619+27.6% | $4,839-30.9% |
| Participant deferral / active EE | $1,810 | $4,826-62.5% | $3,924-53.9% | $6,342-71.5% |
| Admin fee / account holder | $77 | $10,035-99.2% | $6,876-98.9% | $12,315-99.4% |