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 | $22,472 | $183,516-87.8% | $155,534-85.6% | $145,884-84.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 24.01% | 61.43%-37.4pp | 64.92%-40.9pp | 551.85%-527.8pp |
| Employer contribution / active EE | $3,868 | $5,315-27.2% | $4,675-17.3% | $4,662-17.0% |
| Participant deferral / active EE | $4,304 | $6,467-33.4% | $5,630-23.6% | $6,690-35.7% |
| Admin fee / account holder | $215 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |