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 | $64,359 | $162,821-60.5% | $133,978-52.0% | $158,982-59.5% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 35.23% | 41.95%-6.7pp | 45.10%-9.9pp | 302.99%-267.8pp |
| Employer contribution / active EE | $1,634 | $4,976-67.2% | $3,919-58.3% | $4,763-65.7% |
| Participant deferral / active EE | $2,986 | $5,910-49.5% | $5,047-40.8% | $5,983-50.1% |
| Admin fee / account holder | $4 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |