Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,996 | $183,627-76.6% | $155,602-72.4% | $145,978-70.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.50% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,072 | $5,316-61.0% | $4,675-55.7% | $4,662-55.6% |
| Participant deferral / active EE | $3,929 | $6,466-39.2% | $5,629-30.2% | $6,690-41.3% |
| Admin fee / account holder | $221 | $19,327-98.9% | $15,923-98.6% | $13,400-98.4% |