Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,995 | $124,425-79.1% | $112,040-76.8% | $137,256-81.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 26.49% | 24.72%+1.8pp | 24.52%+2.0pp | 220.34%-193.9pp |
| Employer contribution / active EE | $3,161 | $3,411-7.3% | $2,954+7.0% | $4,156-23.9% |
| Participant deferral / active EE | $4,375 | $5,718-23.5% | $5,098-14.2% | $6,407-31.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |