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 | $53,655 | $154,159-65.2% | $130,026-58.7% | $139,456-61.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.69% | 32.50%-21.8pp | -137.26%+148.0pp | 373.45%-362.8pp |
| Employer contribution / active EE | $3,789 | $5,292-28.4% | $4,321-12.3% | $4,753-20.3% |
| Participant deferral / active EE | $5,726 | $6,710-14.7% | $5,821-1.6% | $6,711-14.7% |
| Admin fee / account holder | $179 | $14,001-98.7% | $10,608-98.3% | $11,407-98.4% |