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 | $43,011 | $115,225-62.7% | $100,712-57.3% | $138,895-69.0% |
| Participation rate | 70.6% | 74.3%-3.7pp | 69.3%+1.3pp | 79.9%-9.3pp |
| Annual return | 11.66% | 40.35%-28.7pp | 33.27%-21.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $5,882 | $2,771+112.3% | $2,313+154.4% | $4,194+40.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |