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 | $36,397 | $201,259-81.9% | $184,200-80.2% | $145,959-75.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 14.56% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $4,230 | $7,018-39.7% | $6,424-34.1% | $4,661-9.2% |
| Participant deferral / active EE | $5,516 | $9,806-43.8% | $9,132-39.6% | $6,689-17.5% |
| Admin fee / account holder | $157 | $16,372-99.0% | $13,907-98.9% | $13,398-98.8% |