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 | $17,648 | $172,111-89.7% | $150,298-88.3% | $137,256-87.1% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 32.33% | 69.37%-37.0pp | 62.79%-30.5pp | 220.34%-188.0pp |
| Employer contribution / active EE | $3,799 | $4,636-18.1% | $4,154-8.5% | $4,156-8.6% |
| Participant deferral / active EE | $4,138 | $6,166-32.9% | $5,453-24.1% | $6,407-35.4% |
| Admin fee / account holder | $153 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |