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 | $36,779 | $178,174-79.4% | $156,181-76.5% | $137,256-73.2% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 21.62% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,899 | $4,972-41.7% | $4,294-32.5% | $4,156-30.2% |
| Participant deferral / active EE | $6,193 | $6,888-10.1% | $6,132+1.0% | $6,407-3.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |