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 | $44,142 | $52,353-15.7% | $120,225-63.3% | $82,448-46.5% |
| Participation rate | 94.3% | 58.3%+36.0pp | 69.6%+24.7pp | 68.1%+26.2pp |
| Annual return | 14.76% | 61.85%-47.1pp | 439.23%-424.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,168 | $1,510-22.6% | $3,475-66.4% | $2,551-54.2% |
| Participant deferral / active EE | $2,566 | $2,627-2.3% | $3,999-35.8% | $4,139-38.0% |
| Admin fee / account holder | $233 | $4,363-94.7% | $5,696-95.9% | $7,234-96.8% |