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 | $65,641 | $103,392-36.5% | $87,104-24.6% | $152,897-57.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.43% | 28.10%-6.7pp | 28.19%-6.8pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,426 | $3,221-55.7% | $2,521-43.4% | $4,764-70.1% |
| Participant deferral / active EE | $4,812 | $4,778+0.7% | $4,048+18.9% | $5,851-17.8% |
| Admin fee / account holder | $47 | $12,194-99.6% | $7,491-99.4% | $11,599-99.6% |