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 | $42,746 | $103,038-58.5% | $90,324-52.7% | $152,909-72.0% |
| Participation rate | 84.6% | 75.9%+8.7pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 22.50% | 95.25%-72.7pp | 78.15%-55.6pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,048 | $3,141-34.8% | $2,856-28.3% | $4,764-57.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $253 | $6,177-95.9% | $5,356-95.3% | $11,601-97.8% |