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 | $47,605 | $99,652-52.2% | $78,778-39.6% | $147,586-67.7% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.2%+1.4pp | 82.8%-12.2pp |
| Annual return | 21.07% | 47.28%-26.2pp | 35.62%-14.6pp | 578.59%-557.5pp |
| Employer contribution / active EE | $962 | $2,796-65.6% | $1,986-51.5% | $4,876-80.3% |
| Participant deferral / active EE | $3,916 | $3,664+6.9% | $2,958+32.4% | $5,439-28.0% |
| Admin fee / account holder | $148 | $7,155-97.9% | $5,134-97.1% | $10,886-98.6% |