Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,774 | $196,972-80.3% | $182,262-78.7% | $198,609-80.5% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 22.61% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,795 | $5,364-47.9% | $5,046-44.6% | $5,055-44.7% |
| Participant deferral / active EE | $4,600 | $8,643-46.8% | $8,276-44.4% | $6,977-34.1% |
| Admin fee / account holder | $98 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |