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 | $49,368 | $228,395-78.4% | $185,861-73.4% | $158,982-68.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.10% | 40.82%-21.7pp | 35.96%-16.9pp | 302.99%-283.9pp |
| Employer contribution / active EE | $6,565 | $4,968+32.1% | $4,088+60.6% | $4,763+37.8% |
| Participant deferral / active EE | $3,991 | $6,417-37.8% | $5,634-29.2% | $5,983-33.3% |
| Admin fee / account holder | $215 | $11,869-98.2% | $9,503-97.7% | $11,252-98.1% |