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 | $51,258 | $165,399-69.0% | $149,745-65.8% | $158,982-67.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 18.78% | 348.34%-329.6pp | 276.72%-257.9pp | 302.99%-284.2pp |
| Employer contribution / active EE | $3,939 | $5,105-22.8% | $4,646-15.2% | $4,763-17.3% |
| Participant deferral / active EE | $5,989 | $7,183-16.6% | $6,843-12.5% | $5,983+0.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |