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 | $54,434 | $118,708-54.1% | $98,920-45.0% | $158,966-65.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 14.07% | 372.49%-358.4pp | 196.47%-182.4pp | 302.95%-288.9pp |
| Employer contribution / active EE | $2,143 | $3,334-35.7% | $2,689-20.3% | $4,762-55.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $160 | $10,134-98.4% | $6,643-97.6% | $11,250-98.6% |