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 | $41,609 | $172,111-75.8% | $150,298-72.3% | $137,256-69.7% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 18.33% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,687 | $4,636-42.0% | $4,154-35.3% | $4,156-35.3% |
| Participant deferral / active EE | $5,674 | $6,166-8.0% | $5,453+4.1% | $6,407-11.4% |
| Admin fee / account holder | $144 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |