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 | $95,272 | $155,840-38.9% | $124,694-23.6% | $167,553-43.1% |
| Participation rate | 81.8% | 81.1%+0.7pp | 74.6%+7.2pp | 82.1%-0.3pp |
| Annual return | 13.97% | 17.98%-4.0pp | 5144.82%-5130.8pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,282 | $4,165-69.2% | $3,325-61.4% | $4,840-73.5% |
| Participant deferral / active EE | $3,229 | $5,675-43.1% | $4,615-30.0% | $6,343-49.1% |
| Admin fee / account holder | $46 | $9,536-99.5% | $7,495-99.4% | $12,316-99.6% |