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 | $52,167 | $60,128-13.2% | $90,440-42.3% | $79,852-34.7% |
| Participation rate | 70.2% | 65.0%+5.2pp | 72.7%-2.5pp | 69.6%+0.6pp |
| Annual return | 11.15% | 71.95%-60.8pp | 1294.38%-1283.2pp | 31.72%-20.6pp |
| Employer contribution / active EE | $822 | $2,068-60.2% | $3,263-74.8% | $2,471-66.7% |
| Participant deferral / active EE | $2,212 | $2,939-24.7% | $3,964-44.2% | $3,740-40.9% |
| Admin fee / account holder | $93 | $3,977-97.7% | $5,615-98.3% | $5,306-98.2% |