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 | $65,221 | $99,345-34.3% | $84,753-23.0% | $273,972-76.2% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 10.24% | 22.93%-12.7pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,743 | $4,214-58.6% | $3,574-51.2% | $4,869-64.2% |
| Participant deferral / active EE | $3,919 | $4,270-8.2% | $3,712+5.6% | $5,287-25.9% |
| Admin fee / account holder | $17 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |