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 | $126,661-82.9% | $113,397-80.9% | $138,895-84.4% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.5%+6.1pp | 79.9%+2.7pp |
| Annual return | 19.62% | 25.05%-5.4pp | 23.20%-3.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,142 | $3,456-38.0% | $2,977-28.0% | $4,194-48.9% |
| Participant deferral / active EE | $2,551 | $5,693-55.2% | $5,076-49.8% | $6,396-60.1% |
| Admin fee / account holder | $100 | $14,549-99.3% | $11,957-99.2% | $12,562-99.2% |