Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,203 | $103,392-72.7% | $87,104-67.6% | $152,897-81.6% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.9%+14.4pp | 82.5%+8.9pp |
| Annual return | 36.69% | 28.10%+8.6pp | 28.19%+8.5pp | 345.43%-308.7pp |
| Employer contribution / active EE | $6,954 | $3,221+115.9% | $2,521+175.8% | $4,764+46.0% |
| Participant deferral / active EE | $4,283 | $4,778-10.4% | $4,048+5.8% | $5,851-26.8% |
| Admin fee / account holder | $40 | $12,194-99.7% | $7,491-99.5% | $11,599-99.7% |