Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,240 | $211,288-90.9% | $178,540-89.2% | $145,884-86.8% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.95% | 30.27%-14.3pp | 27.15%-11.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,672 | $4,574-41.6% | $3,953-32.4% | $4,662-42.7% |
| Participant deferral / active EE | $3,511 | $6,967-49.6% | $6,281-44.1% | $6,690-47.5% |
| Admin fee / account holder | $119 | $12,105-99.0% | $10,424-98.9% | $13,392-99.1% |