Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,242 | $183,516-73.7% | $155,534-69.0% | $145,884-66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,352 | $5,315-74.6% | $4,675-71.1% | $4,662-71.0% |
| Participant deferral / active EE | $2,028 | $6,467-68.6% | $5,630-64.0% | $6,690-69.7% |
| Admin fee / account holder | $150 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |