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 | $22,818 | $183,592-87.6% | $155,574-85.3% | $145,877-84.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.36% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $8,801 | $5,317+65.5% | $4,676+88.2% | $4,663+88.7% |
| Participant deferral / active EE | $3,604 | $6,466-44.3% | $5,629-36.0% | $6,691-46.1% |
| Admin fee / account holder | $261 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |