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 | $48,413 | $139,948-65.4% | $121,663-60.2% | $154,746-68.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.40% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,185 | $3,521-66.3% | $3,020-60.8% | $4,379-72.9% |
| Participant deferral / active EE | $2,963 | $5,629-47.4% | $4,887-39.4% | $6,730-56.0% |
| Admin fee / account holder | $20 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |