Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,716 | $172,111-81.6% | $150,298-78.9% | $137,256-76.9% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 12.87% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,632 | $4,636-64.8% | $4,154-60.7% | $4,156-60.7% |
| Participant deferral / active EE | $4,591 | $6,166-25.5% | $5,453-15.8% | $6,407-28.3% |
| Admin fee / account holder | -$13 | $16,471-100.1% | $14,116-100.1% | $12,270-100.1% |