Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,873 | $100,970-55.6% | $96,576-53.5% | $137,256-67.3% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 22.91% | 38.16%-15.2pp | 38.47%-15.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,054 | $8,286+21.3% | $7,956+26.4% | $6,407+56.9% |
| Admin fee / account holder | $159 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |