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 | $44,379 | $76,551-42.0% | $123,894-64.2% | $62,881-29.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.25% | 18.68%-4.4pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $4,865 | $2,882+68.8% | $4,617+5.4% | $2,281+113.3% |
| Participant deferral / active EE | $4,103 | $4,840-15.2% | $5,984-31.4% | $3,203+28.1% |
| Admin fee / account holder | $68 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |