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 | $39,874 | $165,399-75.9% | $149,745-73.4% | $158,982-74.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 14.72% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $3,812 | $5,105-25.3% | $4,646-18.0% | $4,763-20.0% |
| Participant deferral / active EE | $5,205 | $7,183-27.5% | $6,843-23.9% | $5,983-13.0% |
| Admin fee / account holder | $255 | $10,811-97.6% | $9,312-97.3% | $11,252-97.7% |