Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,840 | $86,298-41.1% | $111,308-54.3% | $85,847-40.8% |
| Participation rate | 91.4% | 73.3%+18.0pp | 77.3%+14.1pp | 69.3%+22.1pp |
| Annual return | 15.78% | 19.99%-4.2pp | 54.67%-38.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $2,042 | $2,044-0.1% | $2,732-25.3% | $2,565-20.4% |
| Participant deferral / active EE | $6,665 | $3,641+83.1% | $4,487+48.5% | $3,952+68.6% |
| Admin fee / account holder | $198 | $8,189-97.6% | $7,965-97.5% | $6,261-96.8% |