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 | $42,271 | $78,423-46.1% | $95,964-56.0% | $79,856-47.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.83% | 19.37%-6.5pp | 91.64%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,893 | $1,945+48.7% | $2,541+13.8% | $2,471+17.1% |
| Participant deferral / active EE | $9,544 | $3,440+177.4% | $4,167+129.1% | $3,741+155.2% |
| Admin fee / account holder | $92 | $5,622-98.4% | $6,797-98.6% | $5,306-98.3% |