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 | $70,357 | $157,296-55.3% | $141,191-50.2% | $152,897-54.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 21.94% | 64.34%-42.4pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,497 | $5,262-52.5% | $4,736-47.3% | $4,764-47.6% |
| Participant deferral / active EE | $6,030 | $7,111-15.2% | $6,710-10.1% | $5,851+3.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |