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 | $22,217 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 21.68% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,322 | $4,636-49.9% | $4,154-44.1% | $4,156-44.1% |
| Participant deferral / active EE | $6,173 | $6,166+0.1% | $5,453+13.2% | $6,407-3.6% |
| Admin fee / account holder | $154 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |