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 | $34,060 | $65,364-47.9% | $92,909-63.3% | $72,975-53.3% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 18.31% | 42.11%-23.8pp | 109.44%-91.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,319 | $2,594-10.6% | $3,653-36.5% | $2,440-5.0% |
| Participant deferral / active EE | $1,539 | $3,128-50.8% | $4,238-63.7% | $3,608-57.4% |
| Admin fee / account holder | $269 | $4,251-93.7% | $5,795-95.4% | $5,124-94.8% |