Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,166 | $70,366-34.4% | $66,674-30.8% | $138,895-66.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 17.78% | 386.41%-368.6pp | 321.24%-303.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,163 | $2,765-57.9% | $2,620-55.6% | $4,194-72.3% |
| Participant deferral / active EE | $4,065 | $4,374-7.1% | $4,084-0.5% | $6,396-36.4% |
| Admin fee / account holder | $180 | $5,262-96.6% | $5,098-96.5% | $12,562-98.6% |