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 | $33,309 | $174,379-80.9% | $152,093-78.1% | $138,895-76.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.80% | 74.86%-51.1pp | 66.36%-42.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,000 | $4,652-78.5% | $4,175-76.1% | $4,194-76.2% |
| Participant deferral / active EE | $7,110 | $6,159+15.4% | $5,451+30.4% | $6,396+11.2% |
| Admin fee / account holder | $73 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |