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 | $50,222 | $98,766-49.2% | $149,730-66.5% | $79,852-37.1% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 21.60% | 27.43%-5.8pp | 276.70%-255.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $3,528 | $3,217+9.7% | $4,645-24.1% | $2,471+42.8% |
| Participant deferral / active EE | $5,616 | $5,681-1.1% | $6,843-17.9% | $3,740+50.1% |
| Admin fee / account holder | $88 | $6,052-98.6% | $9,310-99.1% | $5,306-98.3% |