Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,487 | $110,410-45.2% | $102,437-41.0% | $145,897-58.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.19% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,017 | $4,217-52.2% | $3,871-47.9% | $4,663-56.7% |
| Participant deferral / active EE | $10,857 | $5,622+93.1% | $5,060+114.6% | $6,689+62.3% |
| Admin fee / account holder | $239 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |