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 | $43,303 | $99,652-56.5% | $78,778-45.0% | $147,586-70.7% |
| Participation rate | 78.9% | 76.2%+2.7pp | 69.2%+9.8pp | 82.8%-3.9pp |
| Annual return | 48.51% | 47.28%+1.2pp | 35.62%+12.9pp | 578.59%-530.1pp |
| Employer contribution / active EE | $2,106 | $2,796-24.7% | $1,986+6.0% | $4,876-56.8% |
| Participant deferral / active EE | $4,644 | $3,664+26.8% | $2,958+57.0% | $5,439-14.6% |
| Admin fee / account holder | $135 | $7,155-98.1% | $5,134-97.4% | $10,886-98.8% |