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 | $65,487 | $112,933-42.0% | $90,970-28.0% | $158,982-58.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 14.53% | 215.82%-201.3pp | 134.60%-120.1pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,364 | $2,893-52.9% | $2,122-35.7% | $4,763-71.4% |
| Participant deferral / active EE | $5,132 | $4,128+24.3% | $3,373+52.2% | $5,983-14.2% |
| Admin fee / account holder | $59 | $8,047-99.3% | $5,961-99.0% | $11,252-99.5% |