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 | $58,280 | $58,2580% | $81,820-28.8% | $80,925-28.0% |
| Participation rate | 81.8% | 63.5%+18.4pp | 72.4%+9.4pp | 67.7%+14.2pp |
| Annual return | 14.37% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,924 | $2,345+110.0% | $2,915+68.9% | $2,756+78.7% |
| Participant deferral / active EE | $2,136 | $3,284-34.9% | $4,323-50.6% | $4,299-50.3% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |