Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,879 | $108,882-63.4% | $96,754-58.8% | $154,746-74.2% |
| Participation rate | 76.5% | 75.1%+1.4pp | 70.3%+6.2pp | 80.7%-4.2pp |
| Annual return | 18.98% | 98.39%-79.4pp | 82.04%-63.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,734 | $3,018-9.4% | $2,679+2.0% | $4,379-37.6% |
| Participant deferral / active EE | $4,071 | $5,323-23.5% | $4,758-14.4% | $6,730-39.5% |
| Admin fee / account holder | $136 | $10,200-98.7% | $8,905-98.5% | $14,365-99.1% |