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 | $18,795 | $111,535-83.1% | $105,223-82.1% | $137,256-86.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 19.27% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,219 | $3,939-69.1% | $3,689-66.9% | $4,156-70.7% |
| Participant deferral / active EE | $2,679 | $5,500-51.3% | $5,072-47.2% | $6,407-58.2% |
| Admin fee / account holder | $182 | $9,721-98.1% | $8,859-97.9% | $12,270-98.5% |