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 | $76,893 | $72,177+6.5% | $115,038-33.2% | $59,633+28.9% |
| Participation rate | 89.7% | 72.6%+17.2pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | 16.82% | 12.02%+4.8pp | 26.14%-9.3pp | 2041.45%-2024.6pp |
| Employer contribution / active EE | $2,333 | $2,841-17.9% | $4,608-49.4% | $2,203+5.9% |
| Participant deferral / active EE | $5,312 | $4,783+11.1% | $6,026-11.8% | $3,192+66.4% |
| Admin fee / account holder | $111 | $4,927-97.7% | $8,175-98.6% | $4,297-97.4% |