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 | $28,161 | $148,629-81.1% | $135,982-79.3% | $139,487-79.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 37.58% | 79.33%-41.8pp | 68.32%-30.7pp | 373.84%-336.3pp |
| Employer contribution / active EE | $3,576 | $5,247-31.8% | $4,859-26.4% | $4,755-24.8% |
| Participant deferral / active EE | $10,876 | $8,102+34.2% | $7,760+40.2% | $6,713+62.0% |
| Admin fee / account holder | $83 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |