Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,108 | $111,878-32.0% | $93,727-18.8% | $145,897-47.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 27.96% | 204.28%-176.3pp | 133.83%-105.9pp | 552.29%-524.3pp |
| Employer contribution / active EE | $1,681 | $3,092-45.6% | $2,421-30.6% | $4,663-63.9% |
| Participant deferral / active EE | $2,024 | $4,920-58.9% | $4,417-54.2% | $6,689-69.7% |
| Admin fee / account holder | $105 | $10,256-99.0% | $8,292-98.7% | $13,390-99.2% |