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 | $21,623 | $124,425-82.6% | $112,040-80.7% | $137,256-84.2% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 19.62% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,142 | $3,411-37.2% | $2,954-27.5% | $4,156-48.5% |
| Participant deferral / active EE | $2,551 | $5,718-55.4% | $5,098-50.0% | $6,407-60.2% |
| Admin fee / account holder | $100 | $15,207-99.3% | $12,098-99.2% | $12,270-99.2% |