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 | $36,150 | $109,411-67.0% | $89,435-59.6% | $158,982-77.3% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 25.03% | 345.68%-320.6pp | 245.55%-220.5pp | 302.99%-278.0pp |
| Employer contribution / active EE | $1,745 | $3,173-45.0% | $2,587-32.5% | $4,763-63.4% |
| Participant deferral / active EE | $6,286 | $4,600+36.7% | $3,890+61.6% | $5,983+5.1% |
| Admin fee / account holder | $204 | $6,159-96.7% | $4,884-95.8% | $11,252-98.2% |