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 | $47,996 | $105,145-54.4% | $94,664-49.3% | $139,466-65.6% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 19.42% | 38.09%-18.7pp | 156.84%-137.4pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,317 | $4,107-19.2% | $3,673-9.7% | $4,754-30.2% |
| Participant deferral / active EE | $5,294 | $7,599-30.3% | $7,417-28.6% | $6,712-21.1% |
| Admin fee / account holder | $58 | $8,972-99.4% | $7,222-99.2% | $11,409-99.5% |