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 | $44,624 | $110,307-59.5% | $96,576-53.8% | $139,456-68.0% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 16.91% | 26.40%-9.5pp | 25.87%-9.0pp | 373.45%-356.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,395 | $5,547-20.8% | $4,851-9.4% | $6,711-34.5% |
| Admin fee / account holder | $228 | $11,597-98.0% | $8,253-97.2% | $11,407-98.0% |