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 | $50,786 | $110,379-54.0% | $102,412-50.4% | $145,884-65.2% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.5pp |
| Annual return | 34.75% | 24.84%+9.9pp | 24.94%+9.8pp | 551.85%-517.1pp |
| Employer contribution / active EE | $3,546 | $4,216-15.9% | $3,870-8.4% | $4,662-23.9% |
| Participant deferral / active EE | $9,509 | $5,622+69.2% | $5,060+87.9% | $6,690+42.1% |
| Admin fee / account holder | $195 | $9,745-98.0% | $8,388-97.7% | $13,392-98.5% |