Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,451 | $107,941-46.8% | $91,994-37.5% | $152,909-62.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 22.91% | 89.28%-66.4pp | 69.04%-46.1pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,223 | $4,212-47.2% | $3,453-35.6% | $4,764-53.3% |
| Participant deferral / active EE | $5,273 | $6,366-17.2% | $5,924-11.0% | $5,851-9.9% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,744-99.7% | $11,601-99.8% |