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 | $53,180 | $77,901-31.7% | $149,717-64.5% | $75,181-29.3% |
| Participation rate | 81.6% | 65.6%+16.1pp | 78.8%+2.9pp | 67.2%+14.4pp |
| Annual return | 19.15% | 31.73%-12.6pp | 134.41%-115.3pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,585 | $3,137-49.5% | $4,820-67.1% | $2,671-40.6% |
| Participant deferral / active EE | $5,995 | $3,411+75.7% | $5,682+5.5% | $4,126+45.3% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |