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 | $35,645 | $112,112-68.2% | $95,956-62.9% | $158,950-77.6% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 32.49% | 171.15%-138.7pp | 91.63%-59.1pp | 302.91%-270.4pp |
| Employer contribution / active EE | $2,073 | $3,199-35.2% | $2,541-18.4% | $4,762-56.5% |
| Participant deferral / active EE | $5,981 | $4,784+25.0% | $4,167+43.5% | $5,9830% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |