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 | $47,566 | $109,967-56.7% | $97,197-51.1% | $145,877-67.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.92% | 244.27%-224.3pp | 75.47%-55.5pp | 551.28%-531.4pp |
| Employer contribution / active EE | $2,095 | $3,077-31.9% | $2,723-23.1% | $4,663-55.1% |
| Participant deferral / active EE | $5,532 | $4,676+18.3% | $4,263+29.8% | $6,691-17.3% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |