Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,216 | $157,304-82.7% | $141,197-80.7% | $152,909-82.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.15% | 64.34%-38.2pp | 71.41%-45.3pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,445 | $5,263-34.5% | $4,736-27.3% | $4,764-27.7% |
| Participant deferral / active EE | $4,074 | $7,111-42.7% | $6,710-39.3% | $5,851-30.4% |
| Admin fee / account holder | $31 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |