Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,811 | $211,224-81.6% | $178,505-78.3% | $145,897-73.4% |
| Participation rate | 70.8% | 80.8%-10.0pp | 77.1%-6.3pp | 80.3%-9.5pp |
| Annual return | 8.84% | 30.28%-21.4pp | 27.16%-18.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $6,136 | $4,577+34.1% | $3,955+55.1% | $4,663+31.6% |
| Participant deferral / active EE | $3,440 | $6,966-50.6% | $6,280-45.2% | $6,689-48.6% |
| Admin fee / account holder | $239 | $12,109-98.0% | $10,428-97.7% | $13,390-98.2% |