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 | $89,787 | $181,896-50.6% | $156,551-42.6% | $273,972-67.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 3.91% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,966 | $6,248-68.5% | $5,501-64.3% | $4,869-59.6% |
| Participant deferral / active EE | $5,936 | $5,550+6.9% | $4,871+21.9% | $5,287+12.3% |
| Admin fee / account holder | $19 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |