Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,628 | $169,336-76.0% | $129,384-68.6% | $145,884-72.2% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 16.36% | 14408.70%-14392.3pp | 9461.77%-9445.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $981 | $5,540-82.3% | $4,153-76.4% | $4,662-79.0% |
| Participant deferral / active EE | $9,469 | $4,985+90.0% | $4,166+127.3% | $6,690+41.6% |
| Admin fee / account holder | $247 | $9,912-97.5% | $7,686-96.8% | $13,392-98.2% |