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 | $46,329 | $109,872-57.8% | $98,483-53.0% | $167,536-72.3% |
| Participation rate | 73.7% | 75.8%-2.1pp | 73.3%+0.3pp | 82.1%-8.4pp |
| Annual return | 10.78% | 1959.31%-1948.5pp | 1494.38%-1483.6pp | 478.82%-468.0pp |
| Employer contribution / active EE | $944 | $3,225-70.7% | $2,961-68.1% | $4,839-80.5% |
| Participant deferral / active EE | $3,856 | $4,673-17.5% | $4,276-9.8% | $6,342-39.2% |
| Admin fee / account holder | $122 | $6,757-98.2% | $5,953-97.9% | $12,315-99.0% |