Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,430 | $108,882-64.7% | $96,754-60.3% | $154,746-75.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 18.71% | 98.39%-79.7pp | 82.04%-63.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,674 | $3,018-11.4% | $2,679-0.2% | $4,379-38.9% |
| Participant deferral / active EE | $2,753 | $5,323-48.3% | $4,758-42.1% | $6,730-59.1% |
| Admin fee / account holder | $213 | $10,200-97.9% | $8,905-97.6% | $14,365-98.5% |