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 | $55,741 | $165,399-66.3% | $149,745-62.8% | $158,982-64.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.26% | 348.34%-322.1pp | 276.72%-250.5pp | 302.99%-276.7pp |
| Employer contribution / active EE | $1,119 | $5,105-78.1% | $4,646-75.9% | $4,763-76.5% |
| Participant deferral / active EE | $3,615 | $7,183-49.7% | $6,843-47.2% | $5,983-39.6% |
| Admin fee / account holder | $184 | $10,811-98.3% | $9,312-98.0% | $11,252-98.4% |