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 | $33,562 | $135,956-75.3% | $123,894-72.9% | $273,972-87.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,826 | $5,170-64.7% | $4,617-60.5% | $4,869-62.5% |
| Participant deferral / active EE | $5,973 | $6,343-5.8% | $5,984-0.2% | $5,287+13.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |