Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,157 | $111,787-61.4% | $93,681-53.9% | $145,978-70.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 25.10% | 203.52%-178.4pp | 133.47%-108.4pp | 550.52%-525.4pp |
| Employer contribution / active EE | $4,032 | $3,093+30.3% | $2,422+66.5% | $4,662-13.5% |
| Participant deferral / active EE | $7,598 | $4,918+54.5% | $4,415+72.1% | $6,690+13.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |