Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,948 | $109,967-72.8% | $97,197-69.2% | $145,877-79.5% |
| Participation rate | 77.8% | 76.0%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 15.29% | 244.27%-229.0pp | 75.47%-60.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,060 | $3,077-65.6% | $2,723-61.1% | $4,663-77.3% |
| Participant deferral / active EE | $6,248 | $4,676+33.6% | $4,263+46.5% | $6,691-6.6% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |