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 | $35,056 | $99,345-64.7% | $84,753-58.6% | $273,972-87.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,042 | $4,214-75.3% | $3,574-70.9% | $4,869-78.6% |
| Participant deferral / active EE | $2,508 | $4,270-41.3% | $3,712-32.4% | $5,287-52.6% |
| Admin fee / account holder | $143 | $6,645-97.8% | $5,333-97.3% | $10,133-98.6% |