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 | $33,683 | $211,239-84.1% | $178,528-81.1% | $145,877-76.9% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 23.16% | 30.22%-7.1pp | 27.11%-4.0pp | 551.28%-528.1pp |
| Employer contribution / active EE | $6,052 | $4,570+32.4% | $3,950+53.2% | $4,663+29.8% |
| Participant deferral / active EE | $16,283 | $6,963+133.9% | $6,278+159.4% | $6,691+143.4% |
| Admin fee / account holder | $146 | $12,095-98.8% | $10,419-98.6% | $13,402-98.9% |