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 | $51,657 | $116,360-55.6% | $65,566-21.2% | $139,466-63.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 17.03% | 31.23%-14.2pp | 47.40%-30.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $806 | $2,600-69.0% | $1,692-52.4% | $4,754-83.0% |
| Participant deferral / active EE | $3,294 | $4,242-22.4% | $2,832+16.3% | $6,712-50.9% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |