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 | $60,174 | $165,361-63.6% | $149,715-59.8% | $158,950-62.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.44% | 348.24%-329.8pp | 276.66%-258.2pp | 302.91%-284.5pp |
| Employer contribution / active EE | $3,655 | $5,103-28.4% | $4,645-21.3% | $4,762-23.2% |
| Participant deferral / active EE | $3,119 | $7,182-56.6% | $6,842-54.4% | $5,983-47.9% |
| Admin fee / account holder | $150 | $10,808-98.6% | $9,310-98.4% | $11,248-98.7% |