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 | $25,049 | $185,312-86.5% | $161,489-84.5% | $154,746-83.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.12% | 103.84%-80.7pp | 89.72%-66.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,539 | $4,769-46.8% | $4,268-40.5% | $4,379-42.0% |
| Participant deferral / active EE | $6,674 | $6,350+5.1% | $5,630+18.6% | $6,730-0.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |