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 | $12,536 | $125,778-90.0% | $114,563-89.1% | $154,746-91.9% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.9%+22.3pp | 80.7%+14.5pp |
| Annual return | 16.12% | 295.14%-279.0pp | 241.09%-225.0pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,317 | $2,806-53.1% | $2,592-49.2% | $4,379-69.9% |
| Participant deferral / active EE | $990 | $4,445-77.7% | $4,142-76.1% | $6,730-85.3% |
| Admin fee / account holder | $199 | $8,190-97.6% | $7,623-97.4% | $14,365-98.6% |