Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,777 | $178,174-83.8% | $156,181-81.6% | $137,256-79.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 42.13% | 84.19%-42.1pp | 64.87%-22.7pp | 220.34%-178.2pp |
| Employer contribution / active EE | $4,131 | $4,972-16.9% | $4,294-3.8% | $4,156-0.6% |
| Participant deferral / active EE | $8,280 | $6,888+20.2% | $6,132+35.0% | $6,407+29.2% |
| Admin fee / account holder | $39 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |