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 | $53,089 | $127,296-58.3% | $109,907-51.7% | $167,536-68.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.93% | 22.97%-7.0pp | 29.46%-13.5pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,433 | $3,325-26.8% | $2,844-14.5% | $4,839-49.7% |
| Participant deferral / active EE | $3,779 | $4,513-16.3% | $4,047-6.6% | $6,342-40.4% |
| Admin fee / account holder | $256 | $7,119-96.4% | $6,069-95.8% | $12,315-97.9% |