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 | $51,721 | $103,392-50.0% | $87,104-40.6% | $152,897-66.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.85% | 28.10%-6.2pp | 28.19%-6.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,929 | $3,221-9.0% | $2,521+16.2% | $4,764-38.5% |
| Participant deferral / active EE | $3,258 | $4,778-31.8% | $4,048-19.5% | $5,851-44.3% |
| Admin fee / account holder | $203 | $12,194-98.3% | $7,491-97.3% | $11,599-98.2% |