Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,762 | $97,751-73.6% | $103,447-75.1% | $145,877-82.3% |
| Participation rate | 86.7% | 81.1%+5.6pp | 80.5%+6.1pp | 80.3%+6.4pp |
| Annual return | 15.78% | 25.43%-9.6pp | 23.92%-8.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,382 | $4,684-27.8% | $4,678-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $5,361 | $6,603-18.8% | $6,624-19.1% | $6,691-19.9% |
| Admin fee / account holder | $201 | $12,515-98.4% | $9,415-97.9% | $13,402-98.5% |