Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,287 | $78,690-51.3% | $161,489-76.3% | $87,485-56.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.18% | 32.74%-16.6pp | 89.72%-73.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,899 | $2,588-26.6% | $4,268-55.5% | $2,596-26.9% |
| Participant deferral / active EE | $4,453 | $3,311+34.5% | $5,630-20.9% | $4,274+4.2% |
| Admin fee / account holder | $277 | $6,724-95.9% | $16,006-98.3% | $7,775-96.4% |