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 | $26,455 | $154,228-82.8% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.56% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,818 | $4,804+0.3% | $4,554+5.8% | $4,156+15.9% |
| Participant deferral / active EE | $5,974 | $8,216-27.3% | $7,897-24.4% | $6,407-6.8% |
| Admin fee / account holder | $267 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |