Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $71,529 | $125,190-42.9% | $105,624-32.3% | $145,897-51.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 19.82% | 225.22%-205.4pp | 116.20%-96.4pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,252 | $3,720-66.4% | $3,168-60.5% | $4,663-73.2% |
| Participant deferral / active EE | $3,822 | $5,716-33.1% | $5,013-23.8% | $6,689-42.9% |
| Admin fee / account holder | $253 | $17,138-98.5% | $10,961-97.7% | $13,390-98.1% |