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 | $23,456 | $178,174-86.8% | $156,181-85.0% | $137,256-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.85% | 84.19%-61.3pp | 64.87%-42.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,461 | $4,972-50.5% | $4,294-42.7% | $4,156-40.8% |
| Participant deferral / active EE | $3,787 | $6,888-45.0% | $6,132-38.2% | $6,407-40.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |