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 | $41,387 | $121,701-66.0% | $104,639-60.4% | $158,982-74.0% |
| Participation rate | 76.9% | 77.5%-0.6pp | 74.1%+2.8pp | 82.0%-5.0pp |
| Annual return | 19.26% | 465.72%-446.5pp | 340.67%-321.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,716 | $3,165-45.8% | $2,682-36.0% | $4,763-64.0% |
| Participant deferral / active EE | $3,965 | $4,176-5.1% | $3,738+6.1% | $5,983-33.7% |
| Admin fee / account holder | $31 | $7,778-99.6% | $6,465-99.5% | $11,252-99.7% |