Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,213 | $69,248-63.6% | $64,101-60.7% | $139,466-81.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 12.51% | 45.95%-33.4pp | 33.72%-21.2pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,148 | $3,185-32.5% | $2,749-21.8% | $4,754-54.8% |
| Participant deferral / active EE | $2,640 | $4,682-43.6% | $3,881-32.0% | $6,712-60.7% |
| Admin fee / account holder | $71 | $4,247-98.3% | $3,070-97.7% | $11,409-99.4% |