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 | $52,820 | $103,008-48.7% | $90,304-41.5% | $152,897-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.81% | 95.22%-69.4pp | 78.13%-52.3pp | 345.43%-319.6pp |
| Employer contribution / active EE | $1,690 | $3,139-46.2% | $2,855-40.8% | $4,764-64.5% |
| Participant deferral / active EE | $5,250 | $4,281+22.6% | $3,885+35.1% | $5,851-10.3% |
| Admin fee / account holder | $70 | $6,175-98.9% | $5,354-98.7% | $11,599-99.4% |