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 | $43,458 | $168,636-74.2% | $147,618-70.6% | $125,388-65.3% |
| Participation rate | 93.3% | 88.8%+4.6pp | 84.6%+8.7pp | 83.2%+10.1pp |
| Annual return | 0.49% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $3,899 | $6,252-37.6% | $5,565-29.9% | $4,866-19.9% |
| Participant deferral / active EE | $5,138 | $5,507-6.7% | $4,895+4.9% | $5,352-4.0% |
| Admin fee / account holder | $170 | $13,580-98.7% | $11,612-98.5% | $9,541-98.2% |