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 | $36,024 | $232,540-84.5% | $185,117-80.5% | $147,586-75.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 18.73% | 43.03%-24.3pp | 40.50%-21.8pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,061 | $5,195-60.3% | $4,182-50.7% | $4,876-57.7% |
| Participant deferral / active EE | $3,707 | $5,834-36.5% | $5,045-26.5% | $5,439-31.8% |
| Admin fee / account holder | $195 | $10,275-98.1% | $8,159-97.6% | $10,886-98.2% |