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 | $39,166 | $85,766-54.3% | $136,297-71.3% | $70,124-44.1% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 25.22% | 31.45%-6.2pp | 5156.19%-5131.0pp | 73.14%-47.9pp |
| Employer contribution / active EE | $2,669 | $2,966-10.0% | $4,696-43.2% | $2,342+13.9% |
| Participant deferral / active EE | $8,561 | $5,051+69.5% | $6,247+37.0% | $3,332+157.0% |
| Admin fee / account holder | $45 | $5,420-99.2% | $9,244-99.5% | $4,645-99.0% |