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 | $49,887 | $98,766-49.5% | $149,730-66.7% | $79,852-37.5% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 20.38% | 27.43%-7.0pp | 276.70%-256.3pp | 31.72%-11.3pp |
| Employer contribution / active EE | $2,680 | $3,217-16.7% | $4,645-42.3% | $2,471+8.4% |
| Participant deferral / active EE | $6,166 | $5,681+8.5% | $6,843-9.9% | $3,740+64.8% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |