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 | $29,446 | $154,228-80.9% | $145,433-79.8% | $137,256-78.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 23.98% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,279 | $4,804-73.4% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $5,864 | $8,216-28.6% | $7,897-25.7% | $6,407-8.5% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |