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 | $43,086 | $183,627-76.5% | $155,602-72.3% | $145,978-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.73% | 61.32%-40.6pp | 64.81%-44.1pp | 550.52%-529.8pp |
| Employer contribution / active EE | $3,082 | $5,316-42.0% | $4,675-34.1% | $4,662-33.9% |
| Participant deferral / active EE | $8,197 | $6,466+26.8% | $5,629+45.6% | $6,690+22.5% |
| Admin fee / account holder | $209 | $19,327-98.9% | $15,923-98.7% | $13,400-98.4% |