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 | $43,933 | $154,193-71.5% | $130,045-66.2% | $139,466-68.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 18.11% | 32.51%-14.4pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,697 | $5,292-67.9% | $4,321-60.7% | $4,754-64.3% |
| Participant deferral / active EE | $3,297 | $6,709-50.9% | $5,820-43.4% | $6,712-50.9% |
| Admin fee / account holder | $99 | $13,989-99.3% | $10,600-99.1% | $11,409-99.1% |