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 | $44,345 | $196,972-77.5% | $182,262-75.7% | $198,609-77.7% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 22.86% | 158.27%-135.4pp | 140.60%-117.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $4,463 | $5,364-16.8% | $5,046-11.5% | $5,055-11.7% |
| Participant deferral / active EE | $7,838 | $8,643-9.3% | $8,276-5.3% | $6,977+12.3% |
| Admin fee / account holder | $206 | $18,429-98.9% | $16,712-98.8% | $19,030-98.9% |