Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,898 | $162,821-67.5% | $133,978-60.5% | $158,982-66.7% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 17.45% | 41.95%-24.5pp | 45.10%-27.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $2,701 | $4,976-45.7% | $3,919-31.1% | $4,763-43.3% |
| Participant deferral / active EE | $6,061 | $5,910+2.6% | $5,047+20.1% | $5,983+1.3% |
| Admin fee / account holder | $10 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |