Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,387 | $103,392-65.8% | $87,104-59.4% | $152,897-76.9% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.9%-6.3pp | 82.5%-11.9pp |
| Annual return | 33.73% | 28.10%+5.6pp | 28.19%+5.5pp | 345.43%-311.7pp |
| Employer contribution / active EE | $2,852 | $3,221-11.4% | $2,521+13.1% | $4,764-40.1% |
| Participant deferral / active EE | $10,948 | $4,778+129.1% | $4,048+170.4% | $5,851+87.1% |
| Admin fee / account holder | $202 | $12,194-98.3% | $7,491-97.3% | $11,599-98.3% |