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 | $61,047 | $107,368-43.1% | $92,915-34.3% | $152,909-60.1% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 24.78% | 145.64%-120.9pp | 109.45%-84.7pp | 345.46%-320.7pp |
| Employer contribution / active EE | $2,285 | $4,222-45.9% | $3,653-37.5% | $4,764-52.0% |
| Participant deferral / active EE | $5,855 | $4,848+20.8% | $4,238+38.2% | $5,851+0.1% |
| Admin fee / account holder | $41 | $7,082-99.4% | $5,796-99.3% | $11,601-99.6% |