Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,544 | $103,008-59.7% | $90,304-54.0% | $152,897-72.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 23.95% | 95.22%-71.3pp | 78.13%-54.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $422 | $3,139-86.6% | $2,855-85.2% | $4,764-91.1% |
| Participant deferral / active EE | $3,650 | $4,281-14.7% | $3,885-6.0% | $5,851-37.6% |
| Admin fee / account holder | $10 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |