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 | $35,709 | $106,247-66.4% | $96,515-63.0% | $139,466-74.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 19.13% | 38.47%-19.3pp | 35.73%-16.6pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,645 | $4,106-59.9% | $3,740-56.0% | $4,754-65.4% |
| Participant deferral / active EE | $2,406 | $5,456-55.9% | $4,880-50.7% | $6,712-64.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |