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 | $22,429 | $100,073-77.6% | $85,126-73.7% | $145,877-84.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.60% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,212 | $3,236-62.5% | $2,731-55.6% | $4,663-74.0% |
| Participant deferral / active EE | $2,466 | $5,294-53.4% | $4,523-45.5% | $6,691-63.1% |
| Admin fee / account holder | $281 | $7,261-96.1% | $6,160-95.4% | $13,402-97.9% |