Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,544 | $172,111-75.3% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.15% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,861 | $4,636+4.8% | $4,154+17.0% | $4,156+17.0% |
| Participant deferral / active EE | $8,731 | $6,166+41.6% | $5,453+60.1% | $6,407+36.3% |
| Admin fee / account holder | $147 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |