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 | $83,330 | $118,875-29.9% | $96,572-13.7% | $167,553-50.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 15.61% | 50.50%-34.9pp | 37.79%-22.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,226 | $3,121-60.7% | $2,357-48.0% | $4,840-74.7% |
| Participant deferral / active EE | $4,112 | $4,617-10.9% | $3,850+6.8% | $6,343-35.2% |
| Admin fee / account holder | $117 | $8,070-98.5% | $6,183-98.1% | $12,316-99.0% |