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 | $71,882 | $149,741-52.0% | $118,914-39.6% | $158,982-54.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+8.9pp |
| Annual return | 20.22% | 19.94%+0.3pp | 35.89%-15.7pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,313 | $4,119-43.8% | $3,264-29.1% | $4,763-51.4% |
| Participant deferral / active EE | $2,284 | $5,226-56.3% | $4,266-46.5% | $5,983-61.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |