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 | $41,984 | $157,304-73.3% | $141,197-70.3% | $152,909-72.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.25% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,501 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $117 | $12,126-99.0% | $10,265-98.9% | $11,601-99.0% |