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 | $60,697 | $106,918-43.2% | $84,021-27.8% | $152,897-60.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 18.82% | 105.01%-86.2pp | 71.32%-52.5pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,758 | $2,735+0.8% | $1,984+39.0% | $4,764-42.1% |
| Participant deferral / active EE | $6,174 | $4,012+53.9% | $3,239+90.6% | $5,851+5.5% |
| Admin fee / account holder | $239 | $8,288-97.1% | $6,102-96.1% | $11,599-97.9% |