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 | $83,904 | $87,546-4.2% | $75,784+10.7% | $125,389-33.1% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 1.38% | 13.49%-12.1pp | 9.68%-8.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,213 | $3,930-69.1% | $3,323-63.5% | $4,866-75.1% |
| Participant deferral / active EE | $3,554 | $4,230-16.0% | $3,652-2.7% | $5,352-33.6% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |