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 | $34,266 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.60% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,966 | $4,804-59.1% | $4,554-56.8% | $4,156-52.7% |
| Participant deferral / active EE | $9,473 | $8,216+15.3% | $7,897+19.9% | $6,407+47.9% |
| Admin fee / account holder | $134 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |