Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,888 | $176,105-84.2% | $159,474-82.5% | $167,536-83.4% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 18.37% | 331.91%-313.5pp | 263.68%-245.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $3,976 | $5,299-25.0% | $4,831-17.7% | $4,839-17.8% |
| Participant deferral / active EE | $8,374 | $7,751+8.0% | $7,353+13.9% | $6,342+32.0% |
| Admin fee / account holder | $25 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |