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 | $14,823 | $77,908-81.0% | $149,696-90.1% | $75,173-80.3% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 17.01% | 31.73%-14.7pp | 134.46%-117.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $5,774 | $3,138+84.0% | $4,821+19.8% | $2,671+116.2% |
| Participant deferral / active EE | $2,625 | $3,411-23.1% | $5,682-53.8% | $4,126-36.4% |
| Admin fee / account holder | $127 | $5,950-97.9% | $13,212-99.0% | $5,651-97.7% |