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 | $29,531 | $157,296-81.2% | $141,191-79.1% | $152,897-80.7% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 24.12% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $6,518 | $5,262+23.9% | $4,736+37.6% | $4,764+36.8% |
| Participant deferral / active EE | $2,773 | $7,111-61.0% | $6,710-58.7% | $5,851-52.6% |
| Admin fee / account holder | $259 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |