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 | $30,157 | $165,361-81.8% | $149,715-79.9% | $158,950-81.0% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 20.53% | 348.24%-327.7pp | 276.66%-256.1pp | 302.91%-282.4pp |
| Employer contribution / active EE | $2,619 | $5,103-48.7% | $4,645-43.6% | $4,762-45.0% |
| Participant deferral / active EE | $7,012 | $7,182-2.4% | $6,842+2.5% | $5,983+17.2% |
| Admin fee / account holder | $138 | $10,808-98.7% | $9,310-98.5% | $11,248-98.8% |