Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,168 | $98,776-56.3% | $149,745-71.2% | $79,856-45.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 25.11% | 27.38%-2.3pp | 276.72%-251.6pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,801 | $3,217-12.9% | $4,646-39.7% | $2,471+13.4% |
| Participant deferral / active EE | $6,299 | $5,681+10.9% | $6,843-8.0% | $3,741+68.4% |
| Admin fee / account holder | $31 | $6,053-99.5% | $9,312-99.7% | $5,306-99.4% |