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 | $47,444 | $101,063-53.1% | $81,473-41.8% | $147,586-67.9% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 32.57% | 32.41%+0.2pp | 38.78%-6.2pp | 578.59%-546.0pp |
| Employer contribution / active EE | $1,512 | $3,206-52.8% | $2,568-41.1% | $4,876-69.0% |
| Participant deferral / active EE | $6,391 | $4,242+50.7% | $3,537+80.7% | $5,439+17.5% |
| Admin fee / account holder | $37 | $5,812-99.4% | $4,561-99.2% | $10,886-99.7% |