Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,381 | $172,111-76.5% | $150,298-73.1% | $137,256-70.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 21.71% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,758 | $4,636-40.5% | $4,154-33.6% | $4,156-33.6% |
| Participant deferral / active EE | $6,945 | $6,166+12.6% | $5,453+27.4% | $6,407+8.4% |
| Admin fee / account holder | $265 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |