Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,795 | $165,381-72.9% | $149,730-70.1% | $158,966-71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.93% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.0pp |
| Employer contribution / active EE | $3,275 | $5,104-35.8% | $4,645-29.5% | $4,762-31.2% |
| Participant deferral / active EE | $11,567 | $7,182+61.0% | $6,843+69.0% | $5,983+93.3% |
| Admin fee / account holder | $145 | $10,809-98.7% | $9,310-98.4% | $11,250-98.7% |