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 | $85,975 | $97,881-12.2% | $80,004+7.5% | $125,389-31.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 73.0%+2.0pp | 83.2%-8.2pp |
| Annual return | 1.25% | 9.36%-8.1pp | 7.63%-6.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,493 | $3,128-20.3% | $2,473+0.8% | $4,866-48.8% |
| Participant deferral / active EE | $5,847 | $3,744+56.2% | $3,204+82.5% | $5,352+9.3% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |