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 | $45,883 | $88,778-48.3% | $81,844-43.9% | $145,884-68.5% |
| Participation rate | 78.3% | 75.1%+3.2pp | 72.4%+5.9pp | 80.3%-2.0pp |
| Annual return | 13.64% | 1033.03%-1019.4pp | 778.87%-765.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,021 | $3,087-66.9% | $2,916-65.0% | $4,662-78.1% |
| Participant deferral / active EE | $4,454 | $4,648-4.2% | $4,323+3.0% | $6,690-33.4% |
| Admin fee / account holder | $204 | $8,430-97.6% | $7,355-97.2% | $13,392-98.5% |