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 | $15,551 | $77,707-80.0% | $70,161-77.8% | $139,456-88.8% |
| Participation rate | 75.0% | 83.1%-8.1pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.58% | 19.30%+6.3pp | 19.08%+6.5pp | 373.45%-347.9pp |
| Employer contribution / active EE | $1,425 | $4,986-71.4% | $4,285-66.7% | $4,753-70.0% |
| Participant deferral / active EE | $4,473 | $6,443-30.6% | $5,394-17.1% | $6,711-33.4% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,581-100.0% | $11,407-100.0% |