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 | $47,011 | $168,636-72.1% | $147,618-68.2% | $125,388-62.5% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 0.30% | 77.65%-77.3pp | 61.98%-61.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,242 | $6,252-48.1% | $5,565-41.7% | $4,866-33.4% |
| Participant deferral / active EE | $5,395 | $5,507-2.0% | $4,895+10.2% | $5,352+0.8% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |