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 | $23,885 | $60,139-60.3% | $90,461-73.6% | $79,856-70.1% |
| Participation rate | 73.5% | 65.0%+8.5pp | 72.7%+0.8pp | 69.6%+3.9pp |
| Annual return | 23.99% | 71.96%-48.0pp | 1294.76%-1270.8pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,434 | $2,069-30.7% | $3,264-56.1% | $2,471-42.0% |
| Participant deferral / active EE | $4,392 | $2,939+49.4% | $3,964+10.8% | $3,741+17.4% |
| Admin fee / account holder | $174 | $3,978-95.6% | $5,617-96.9% | $5,306-96.7% |