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 | $37,494 | $183,627-79.6% | $155,602-75.9% | $145,978-74.3% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 11.56% | 61.32%-49.8pp | 64.81%-53.2pp | 550.52%-539.0pp |
| Employer contribution / active EE | $2,173 | $5,316-59.1% | $4,675-53.5% | $4,662-53.4% |
| Participant deferral / active EE | $5,281 | $6,466-18.3% | $5,629-6.2% | $6,690-21.1% |
| Admin fee / account holder | $239 | $19,327-98.8% | $15,923-98.5% | $13,400-98.2% |