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 | $75,273 | $176,402-57.3% | $134,162-43.9% | $158,966-52.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.12% | 63.66%-59.5pp | 36.35%-32.2pp | 302.95%-298.8pp |
| Employer contribution / active EE | $2,112 | $5,042-58.1% | $3,705-43.0% | $4,762-55.7% |
| Participant deferral / active EE | $2,108 | $4,093-48.5% | $3,500-39.8% | $5,983-64.8% |
| Admin fee / account holder | $40 | $8,719-99.5% | $6,685-99.4% | $11,250-99.6% |