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 | $53,690 | $88,815-39.5% | $81,882-34.4% | $145,897-63.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.25% | 1033.75%-1020.5pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,477 | $3,086-52.1% | $2,916-49.3% | $4,663-68.3% |
| Participant deferral / active EE | $2,090 | $4,647-55.0% | $4,323-51.7% | $6,689-68.8% |
| Admin fee / account holder | $30 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |