Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $79,245 | $105,145-24.6% | $94,664-16.3% | $139,466-43.2% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 14.04% | 38.09%-24.1pp | 156.84%-142.8pp | 373.66%-359.6pp |
| Employer contribution / active EE | $2,646 | $4,107-35.6% | $3,673-28.0% | $4,754-44.3% |
| Participant deferral / active EE | $5,353 | $7,599-29.6% | $7,417-27.8% | $6,712-20.2% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |