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 | $25,055 | $103,008-75.7% | $90,304-72.3% | $152,897-83.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 18.57% | 95.22%-76.6pp | 78.13%-59.6pp | 345.43%-326.9pp |
| Employer contribution / active EE | $864 | $3,139-72.5% | $2,855-69.7% | $4,764-81.9% |
| Participant deferral / active EE | $2,373 | $4,281-44.6% | $3,885-38.9% | $5,851-59.4% |
| Admin fee / account holder | $176 | $6,175-97.1% | $5,354-96.7% | $11,599-98.5% |