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 | $61,733 | $89,364-30.9% | $141,177-56.3% | $72,983-15.4% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 25.80% | 111.86%-86.1pp | 71.40%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $2,009 | $3,115-35.5% | $4,736-57.6% | $2,440-17.7% |
| Participant deferral / active EE | $2,743 | $5,419-49.4% | $6,710-59.1% | $3,608-24.0% |
| Admin fee / account holder | $285 | $5,959-95.2% | $10,263-97.2% | $5,124-94.4% |