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 | $54,922 | $85,766-36.0% | $136,298-59.7% | $70,126-21.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.85% | 31.46%-1.6pp | 5156.27%-5126.4pp | 73.15%-43.3pp |
| Employer contribution / active EE | $6,107 | $2,966+105.9% | $4,696+30.1% | $2,343+160.7% |
| Participant deferral / active EE | $5,891 | $5,051+16.6% | $6,247-5.7% | $3,332+76.8% |
| Admin fee / account holder | $89 | $5,421-98.4% | $9,244-99.0% | $4,645-98.1% |