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 | $37,216 | $89,364-58.4% | $141,177-73.6% | $72,983-49.0% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 24.47% | 111.86%-87.4pp | 71.40%-46.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,500 | $3,115-51.8% | $4,736-68.3% | $2,440-38.5% |
| Participant deferral / active EE | $3,622 | $5,419-33.2% | $6,710-46.0% | $3,608+0.4% |
| Admin fee / account holder | $33 | $5,959-99.4% | $10,263-99.7% | $5,124-99.4% |