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 | $55,198 | $142,426-61.2% | $115,167-52.1% | $152,909-63.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 23.08% | 41.48%-18.4pp | 35.60%-12.5pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,882 | $4,011-53.1% | $3,179-40.8% | $4,764-60.5% |
| Participant deferral / active EE | $11,057 | $5,165+114.1% | $4,169+165.2% | $5,851+89.0% |
| Admin fee / account holder | $17 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |