Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,725 | $174,379-83.5% | $152,093-81.1% | $138,895-79.3% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 21.53% | 74.86%-53.3pp | 66.36%-44.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $2,454 | $4,652-47.2% | $4,175-41.2% | $4,194-41.5% |
| Participant deferral / active EE | $6,304 | $6,159+2.4% | $5,451+15.6% | $6,396-1.4% |
| Admin fee / account holder | $131 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |