Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,196 | $183,627-81.4% | $155,602-78.0% | $145,978-76.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.17% | 61.32%-38.1pp | 64.81%-41.6pp | 550.52%-527.3pp |
| Employer contribution / active EE | $3,012 | $5,316-43.4% | $4,675-35.6% | $4,662-35.4% |
| Participant deferral / active EE | $2,152 | $6,466-66.7% | $5,629-61.8% | $6,690-67.8% |
| Admin fee / account holder | $12 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |