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 | $49,659 | $111,535-55.5% | $105,223-52.8% | $137,256-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.10% | 237.85%-220.8pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,030 | $3,939-73.9% | $3,689-72.1% | $4,156-75.2% |
| Participant deferral / active EE | $3,117 | $5,500-43.3% | $5,072-38.5% | $6,407-51.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |