Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,223 | $183,592-52.5% | $155,567-43.9% | $145,959-40.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.24% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,216 | $5,315-77.1% | $4,674-74.0% | $4,661-73.9% |
| Participant deferral / active EE | $3,095 | $6,464-52.1% | $5,628-45.0% | $6,689-53.7% |
| Admin fee / account holder | $37 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |