Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,698 | $78,428-57.0% | $95,960-64.9% | $79,852-57.8% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 26.47% | 19.37%+7.1pp | 91.63%-65.2pp | 31.72%-5.2pp |
| Employer contribution / active EE | $3,211 | $1,945+65.0% | $2,541+26.3% | $2,471+29.9% |
| Participant deferral / active EE | $6,824 | $3,440+98.4% | $4,167+63.8% | $3,740+82.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |