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 | $83,178 | $112,935-26.3% | $90,970-8.6% | $158,966-47.7% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 15.11% | 215.79%-200.7pp | 134.58%-119.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,446 | $2,895-50.0% | $2,122-31.9% | $4,762-69.6% |
| Participant deferral / active EE | $4,231 | $4,129+2.5% | $3,373+25.4% | $5,983-29.3% |
| Admin fee / account holder | $22 | $8,045-99.7% | $5,960-99.6% | $11,250-99.8% |