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 | $49,195 | $98,776-50.2% | $149,745-67.1% | $79,856-38.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.86% | 27.38%-6.5pp | 276.72%-255.9pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,574 | $3,217-20.0% | $4,646-44.6% | $2,471+4.2% |
| Participant deferral / active EE | $2,684 | $5,681-52.8% | $6,843-60.8% | $3,741-28.3% |
| Admin fee / account holder | $124 | $6,053-98.0% | $9,312-98.7% | $5,306-97.7% |