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 | $69,885 | $165,399-57.7% | $149,745-53.3% | $158,982-56.0% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 21.52% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $1,332 | $5,105-73.9% | $4,646-71.3% | $4,763-72.0% |
| Participant deferral / active EE | $3,899 | $7,183-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |