Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,893 | $223,823-80.8% | $211,142-79.7% | $154,746-72.3% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 23.81% | 50.39%-26.6pp | 46.84%-23.0pp | 172.34%-148.5pp |
| Employer contribution / active EE | $4,314 | $6,787-36.4% | $6,442-33.0% | $4,379-1.5% |
| Participant deferral / active EE | $11,833 | $9,750+21.4% | $9,284+27.5% | $6,730+75.8% |
| Admin fee / account holder | $178 | $19,707-99.1% | $19,076-99.1% | $14,365-98.8% |