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 | $84,280 | $165,381-49.0% | $149,730-43.7% | $158,966-47.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.01% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,750 | $5,104-26.5% | $4,645-19.3% | $4,762-21.3% |
| Participant deferral / active EE | $4,595 | $7,182-36.0% | $6,843-32.8% | $5,983-23.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |