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 | $49,896 | $157,829-68.4% | $136,867-63.5% | $198,609-74.9% |
| Participation rate | 73.3% | 77.2%-3.8pp | 74.5%-1.2pp | 82.4%-9.0pp |
| Annual return | 19.53% | 51.25%-31.7pp | 42.97%-23.4pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,416 | $3,923-63.9% | $3,547-60.1% | $5,055-72.0% |
| Participant deferral / active EE | $2,467 | $5,463-54.8% | $4,924-49.9% | $6,977-64.6% |
| Admin fee / account holder | $18 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |