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 | $38,415 | $117,846-67.4% | $102,434-62.5% | $145,884-73.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 13.48% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,509 | $3,615-58.3% | $3,023-50.1% | $4,662-67.6% |
| Participant deferral / active EE | $3,986 | $5,733-30.5% | $5,055-21.2% | $6,690-40.4% |
| Admin fee / account holder | $97 | $13,356-99.3% | $9,462-99.0% | $13,392-99.3% |