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 | $36,861 | $201,370-81.7% | $184,256-80.0% | $145,897-74.7% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 18.35% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,407 | $7,024-65.7% | $6,427-62.5% | $4,663-48.4% |
| Participant deferral / active EE | $4,629 | $9,808-52.8% | $9,133-49.3% | $6,689-30.8% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |