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 | $25,044 | $48,364-48.2% | $71,796-65.1% | $62,881-60.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 15.70% | 13.16%+2.5pp | 78.04%-62.3pp | 20.14%-4.4pp |
| Employer contribution / active EE | $2,046 | $1,042+96.3% | $1,924+6.3% | $2,281-10.3% |
| Participant deferral / active EE | $3,430 | $2,091+64.0% | $2,794+22.7% | $3,203+7.1% |
| Admin fee / account holder | $228 | $3,771-94.0% | $4,815-95.3% | $4,296-94.7% |