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 | $36,507 | $89,367-59.1% | $141,191-74.1% | $72,975-50.0% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 21.77% | 111.87%-90.1pp | 71.41%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $669 | $3,115-78.5% | $4,736-85.9% | $2,440-72.6% |
| Participant deferral / active EE | $5,628 | $5,419+3.9% | $6,710-16.1% | $3,608+56.0% |
| Admin fee / account holder | $3 | $5,957-99.9% | $10,264-100.0% | $5,124-99.9% |