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 | $57,867 | $197,594-70.7% | $177,822-67.5% | $158,931-63.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 58.76%-43.7pp | 48.32%-33.2pp | 302.86%-287.8pp |
| Employer contribution / active EE | $1,465 | $6,697-78.1% | $5,918-75.2% | $4,761-69.2% |
| Participant deferral / active EE | $4,814 | $8,405-42.7% | $7,714-37.6% | $5,982-19.5% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |