Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,345 | $85,171-70.2% | $172,752-85.3% | $72,975-65.3% |
| Participation rate | 71.8% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.3pp |
| Annual return | 23.26% | 27.32%-4.1pp | 802.97%-779.7pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,084 | $3,324-67.4% | $5,144-78.9% | $2,440-55.6% |
| Participant deferral / active EE | $3,360 | $3,260+3.1% | $5,198-35.4% | $3,608-6.9% |
| Admin fee / account holder | $30 | $5,880-99.5% | $13,955-99.8% | $5,124-99.4% |