Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,284 | $176,838-80.0% | $146,685-75.9% | $167,518-78.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 15.38% | 24.04%-8.7pp | 22.75%-7.4pp | 478.71%-463.3pp |
| Employer contribution / active EE | $2,215 | $5,161-57.1% | $4,137-46.5% | $4,838-54.2% |
| Participant deferral / active EE | $4,942 | $6,441-23.3% | $5,507-10.3% | $6,342-22.1% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |