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 | $49,217 | $88,710-44.5% | $81,783-39.8% | $145,959-66.3% |
| Participation rate | 73.7% | 75.0%-1.4pp | 72.4%+1.3pp | 80.3%-6.6pp |
| Annual return | 11.41% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,227 | $3,083-60.2% | $2,913-57.9% | $4,661-73.7% |
| Participant deferral / active EE | $2,759 | $4,645-40.6% | $4,320-36.1% | $6,689-58.7% |
| Admin fee / account holder | $83 | $8,407-99.0% | $7,380-98.9% | $13,398-99.4% |