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 | $28,875 | $152,612-81.1% | $125,192-76.9% | $152,897-81.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 21.20% | 54.85%-33.6pp | 43.79%-22.6pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,051 | $4,947-58.5% | $3,866-46.9% | $4,764-56.9% |
| Participant deferral / active EE | $4,272 | $5,868-27.2% | $4,937-13.5% | $5,851-27.0% |
| Admin fee / account holder | $153 | $13,437-98.9% | $9,704-98.4% | $11,599-98.7% |