Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,859 | $165,361-78.9% | $149,715-76.7% | $158,950-78.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 35.98% | 348.24%-312.3pp | 276.66%-240.7pp | 302.91%-266.9pp |
| Employer contribution / active EE | $3,743 | $5,103-26.7% | $4,645-19.4% | $4,762-21.4% |
| Participant deferral / active EE | $10,114 | $7,182+40.8% | $6,842+47.8% | $5,983+69.1% |
| Admin fee / account holder | $16 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |