Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,373 | $162,529-67.8% | $130,788-60.0% | $154,746-66.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 18.06% | 510.48%-492.4pp | 386.44%-368.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,286 | $4,447-26.1% | $3,558-7.6% | $4,379-25.0% |
| Participant deferral / active EE | $6,166 | $4,808+28.2% | $4,137+49.1% | $6,730-8.4% |
| Admin fee / account holder | $220 | $7,669-97.1% | $6,673-96.7% | $14,365-98.5% |