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 | $53,283 | $142,354-62.6% | $125,529-57.6% | $155,188-65.7% |
| Participation rate | 83.3% | 78.1%+5.3pp | 74.7%+8.6pp | 80.8%+2.5pp |
| Annual return | 22.86% | 306.06%-283.2pp | 202.56%-179.7pp | 148.84%-126.0pp |
| Employer contribution / active EE | $742 | $3,501-78.8% | $3,058-75.7% | $4,248-82.5% |
| Participant deferral / active EE | $5,982 | $5,491+8.9% | $4,813+24.3% | $6,531-8.4% |
| Admin fee / account holder | $200 | $19,392-99.0% | $16,298-98.8% | $14,480-98.6% |