Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,247 | $217,432-83.8% | $185,851-81.0% | $167,553-79.0% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 14.50% | 148.43%-133.9pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,380 | $5,874-76.5% | $5,168-73.3% | $4,840-71.5% |
| Participant deferral / active EE | $3,326 | $6,357-47.7% | $5,569-40.3% | $6,343-47.6% |
| Admin fee / account holder | $93 | $19,820-99.5% | $16,245-99.4% | $12,316-99.2% |