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 | $48,200 | $165,381-70.9% | $149,730-67.8% | $158,966-69.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.31% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.6pp |
| Employer contribution / active EE | $2,816 | $5,104-44.8% | $4,645-39.4% | $4,762-40.9% |
| Participant deferral / active EE | $5,017 | $7,182-30.1% | $6,843-26.7% | $5,983-16.1% |
| Admin fee / account holder | $287 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |