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 | $54,498 | $165,939-67.2% | $122,354-55.5% | $147,586-63.1% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 15.63% | 34.56%-18.9pp | 30.28%-14.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,817 | $5,754-51.0% | $4,051-30.5% | $4,876-42.2% |
| Participant deferral / active EE | $5,227 | $4,005+30.5% | $3,287+59.0% | $5,439-3.9% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |